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Ian R

Series 66

Tampa, FL

Edward Jones

Ian Roach is a financial advisor with Edward Jones based in Tampa, FL, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley, iPD Agency, and an earlier tenure at Edward Jones, as well as positions outside finance with Rinkside Sports, Art Monkey, and USA Hockey. Outside of his advisory work, he drives for Uber on weekends in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Inheritance planning Multi-generational wealth transfer Business ownership considerations Founder/Business Owner Intergenerational Families
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Olivia J

Series 66

Tampa, FL

Edward Jones

Olivia Jones is a Series 66 licensed financial advisor with Edward Jones, based in Tampa, FL, and has three years of industry experience. Prior to joining Edward Jones, she worked as a second-grade teacher at the Academy of the Holy Names. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed account solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Retired Founder/Business Owner Executive
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Angela B

Series 63, Series 66

Tampa, FL

Edward Jones

Angela Burns is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial, Level Four Financial, LPL Financial LLC/TEKSYSTEMS, and Cadaret Grant & Co., Inc. Angela is based in Tampa, FL. 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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Cameron M

Series 66

Tampa, FL

Edward Jones

Cameron Mc Kee is a financial advisor with Edward Jones in Tampa, FL, holding a Series 66 designation and three years of industry experience. Prior to his current role, he held positions at Dunham's Sports and Wireless Management LLC. He also worked at the University of Tampa from 2018 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, 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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