Benjamin Phillips is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2007, with a six-year tenure at Wells Fargo Clearing from 2010 to 2016. Outside of his advisory role, he is a half-owner in a property purchase with his daughter aimed at helping her learn about real estate and credit. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services under a fiduciary standard.

Drew Evans is a CFP® certificant and holds a Series 66 license with Edward Jones, where he has worked for 10 years. He practices in Troup, TX, and has been with Edward Jones throughout his industry experience. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.