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Samuel G

Series 66

Swannanoa, NC

Edward Jones

Samuel Grinnan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He previously worked at Warner Pacific Insurance Services for nine years and attended Pennsylvania State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Inheritance planning Retired Founder/Business Owner Executive LGBTQIA
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Joseph B

Series 66

Swannanoa, NC

Edward Jones

Joseph Baker is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he worked in the automotive industry at Hunter Auto Group and two Toyota dealerships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,000 financial advisors.

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