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Monte P

Series 66

Sugar Land, TX

Edward Jones

Monte Piper III is a Series 66 credentialed financial advisor with Edward Jones in Sugar Land, TX, with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions in education with multiple independent school districts. He is also listed as a manager of Piperstein, LLC, an online marketing business that remains inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and advisory services supported by a nationwide network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Educators, Teachers, and Academics
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Nathan S

Series 66

Sugar Land, TX

Edward Jones

Nathan Smith is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked seven years at Cameron, a Schlumberger Company. Outside of his advisory role, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of account types. The firm offers both discretionary and non-discretionary investment strategies and provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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