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Sheryl S

Series 63, Series 66

The Villages, FL

Edward Jones

Sheryl Strickland is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 2 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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

Series 66

The Villages, FL

Edward Jones

Brittany Kendziora is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Trailer Solutions Financial for eight years. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Real estate investing Educators, Teachers, and Academics Religious/faith focused
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Marc S

CFP®, Series 66

The Villages, FL

Edward Jones

Marc Stalvey is a CFP® and Series 66-designated financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Stalvey serves as an alumni board member for Central Florida Community College in Ocala, FL. 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, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy Wealth management Professional Athlete Entertainment Industry
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