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Vanessa S

Series 66

Stayton, OR

Edward Jones

Vanessa Shearer is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. She previously worked at Haynes Tax and Advisory Services and has additional experience in sales and healthcare-related roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) ESG / Sustainable investing Retired Founder/Business Owner Executive Women's Finance Religious/faith focused
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David E

Series 63, Series 66

Stayton, OR

Edward Jones

David Eder is a financial advisor with Edward Jones in Stayton, Oregon, holding Series 63 and Series 66 licenses and 20 years of industry experience. Prior to joining Edward Jones in 2017, he worked at J.P. Morgan Securities for five years. He serves as the Finance Committee Chair for Salem Central SDA Church, where he oversees financial decision-making. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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