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Michael M

CFP®, Series 63, Series 65

Truckee, CA

Edward Jones

Michael Murphy is a CFP® professional with 35 years of experience in the financial services industry. He has been with Edward Jones since 2010. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement withdrawal strategies Wealth management Founder/Business Owner
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Bruce T

Series 63, Series 66

Truckee, CA

Edward Jones

Bruce Turner is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Edward Jones since 1990. 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 strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Adam K

Series 66

Truckee, CA

Edward Jones

Adam Kwiecinski is a financial advisor with Edward Jones in Truckee, CA, holding a Series 66 designation and 15 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Retirement income strategy General retirement planning Founder/Business Owner
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Bryan R

Series 66, Series 63

Truckee, CA

Edward Jones

Bryan Rozmarynowski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. for 11 years before joining Edward Jones. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.

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