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Ian M

Series 66

Troy, AL

Edward Jones

Ian Mc Gaughey is a financial advisor at Edward Jones in Troy, Alabama, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at New York Life and has been involved in several entrepreneurial ventures including Tackle Shack Outdoors and J and M Designs Athens, LLC. Outside of his advisory role, he volunteers as a golf coach at Charles Henderson High School. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard and managing over $1 trillion in assets through 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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Kenneth G

Series 66

Troy, AL

Edward Jones

Kenneth Green is a financial advisor at Edward Jones with 13 years of industry experience and holds the Series 66 designation. He has worked at Edward Jones since 2012. Outside of his advisory role, he officiates youth soccer matches as a referee for the United States Soccer Federation. Edward Jones is a full-service wealth management firm serving 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 advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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