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Ian B

Series 66

Surfside Beach, SC

Edward Jones

Ian Bethea is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. His prior roles include positions at Coastal Carolina University, McLeod Seacoast Hospital, and the Winyah Rivers Alliance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Florence S

Series 63, Series 66

Surfside Beach, SC

Edward Jones

Florence Shelley is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and $1.01 trillion in assets under management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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