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Lawrence W

Series 63, Series 66

Tempe, AZ

Edward Jones

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. 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.

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

Series 66

Tempe, AZ

Edward Jones

Paul De Stefanis is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked with Edward Jones since 2011. 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 provides a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Paul F

Series 66

Tempe, AZ

Edward Jones

Paul Farington is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

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

Series 63, Series 66

Tempe, AZ

Edward Jones

Alejandra Lerma is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and fiduciary advisory services, supported by a large national network of advisors and branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Yelena Stanisic is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Banner Health and the Arizona Department of Administration. From 2018 to 2023, she was involved with the Arizona Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Kelley Kaspszak is a financial advisor at Edward Jones in Tempe, AZ, holding the Series 66 designation with 13 years of industry experience. Kaspszak has been with Edward Jones since 2011. 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 programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Kathern Duplisea is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she is a co-owner of an appliance repair business in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Andrew Crooks is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire advisory career, starting in 2016. 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 under management and provides a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Everardo Huerta is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. His prior work includes positions at Wells Fargo, Merrill, and Bank of America. He is based in Tempe, AZ. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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

Series 63, Series 66

Tempe, AZ

Edward Jones

Judith Miller is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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

Series 66

Tempe, AZ

Edward Jones

Nathan Thompson is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee accounts, 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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Justin P

Series 63, Series 65

Tempe, AZ

Edward Jones

Justin Paeper is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2016. 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 solutions, 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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Brisa I

Series 66

Tempe, AZ

Edward Jones

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. 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 is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

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

Series 66

Tempe, AZ

Edward Jones

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Tempe, AZ

Edward Jones

Matthew Willoughby is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

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

Series 63, Series 66

Tempe, AZ

Edward Jones

Sean Horton is a financial advisor at Edward Jones with 19 years of industry experience. He has held his current position at Edward Jones since 2009. Horton holds Series 63 and Series 66 licenses. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee 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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Bryn H

Series 63, Series 66

Tempe, AZ

Edward Jones

Bryn Heemsoth is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 10 years of industry experience. Prior to joining Edward Jones in 2019, Heemsoth worked at Charles Schwab Bank and Charles Schwab & Co Inc from 2015 to 2019. 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 with a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and services including tax-efficient portfolio management under a fiduciary standard.

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

CFP®, Series 66

Tempe, AZ

Edward Jones

Nama Soukouna is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Tempe, AZ. Their work history includes multiple tenures at Edward Jones as well as a three-year period at The Vanguard Group, Inc. 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.

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

Series 66

Tempe, AZ

Edward Jones

Jason Kinsman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, 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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Christopher Z

Series 66

Tempe, AZ

Edward Jones

Christopher Zotos is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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