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Michael D

CFP®, ChFC®, Series 63

Summerville, SC

Edward Jones

Michael Davenport is a CFP®, ChFC®, and Series 63-registered financial advisor with Edward Jones, based in Summerville, SC. He has 35 years of industry experience, all of which have been with Edward D. Jones & Co., L.P. since 1990. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Summerville, SC

Edward Jones

Amanda Davis is a Series 66-licensed financial advisor with Edward Jones in Summerville, SC, and has two years of industry experience. Prior to her advisory role, she worked for three years at Charleston Dog House. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

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

Series 66

Summerville, SC

Edward Jones

Brandon O'higgins is a financial advisor with Edward Jones in Summerville, SC, holding a Series 66 designation and seven years of industry experience. He worked previously at Fox Dog LLC and Triangle Char & Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Exec comp design Liquidity event planning Business ownership considerations Business exit / sale strategy Founder/Business Owner Executive
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