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Don H

CFP®, Series 63, Series 66

Tallahassee, FL

Edward Jones

Don Hartshorne II is a CFP® professional with 19 years of experience at Edward Jones, where he has worked since 2006. Based in Tallahassee, FL, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he creates content focused on outdoor activities such as camping, fishing, hiking, and travel through a YouTube channel and a dedicated website. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Barbara T

Series 63, Series 66

Tallahassee, FL

Edward Jones

Barbara Thornton is a financial advisor with Edward Jones in Tallahassee, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Truist Advisory Services, J.P. Morgan Securities, Morgan Stanley, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Business succession planning General estate planning guidance Wealth management General retirement planning Founder/Business Owner Women Professionals Women Business Owners
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