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Matthew M

Series 66

Stephenville, TX

Edward Jones

Matthew Miller is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Based in Stephenville, TX, Miller has spent his entire advisory career at the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Business succession planning Military & Veterans
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Lauren J

CFP®, Series 66

Stephenville, TX

Edward Jones

Lauren Jackson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She co-owns Jackson Cattle Company, a cattle ranching business based in Walnut Springs, Texas, which conducts online sales nationwide. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Retirement income strategy Founder/Business Owner
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Ty A

Series 66

Stephenville, TX

Edward Jones

Ty Andrew is a financial advisor at Edward Jones in Stephenville, TX, holding a Series 66 designation with 10 years of industry experience, all spent at Edward Jones since 2016. Outside of his advisory role, he works as an auctioneer for Duncan Auctioneers in Llano, TX, conducting sales approximately every six weeks and additional events several times a year. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large national network of advisors and branch offices. The firm offers a range of advisory programs, managed solutions, and affiliated investment products under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Inheritance planning Wealth management Founder/Business Owner
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