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Joel B

ChFC®, Series 66

Sumter, SC

Edward Jones

Joel Bowers is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. He previously operated as a self-employed professional for 14 years and was affiliated with Common Sense Society for two years. Outside of advisory work, he owns and oversees operations at DecoyPro, LLC, an e-commerce business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and has a significant presence with thousands of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management Founder/Business Owner Professional Athlete Doctor or Medical Professional
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Charles B

Series 63, Series 65

Sumter, SC

Edward Jones

Charles Burns is a financial advisor with Edward Jones in Sumter, South Carolina, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves as the executor for the Estate of Richard B Burns Jr. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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