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Karla G

Series 63, Series 66

Tubac, AZ

Edward Jones

Karla Garcia is a financial advisor at Edward Jones with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2023, she worked at JP Morgan Chase Bank and JP Morgan Securities, and she has been involved with Ringo Transport LLC, a vehicles transportation business. Garcia is a board member of the Rio Rico Rotary Foundation, where she participates in monthly meetings regarding financial reports. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner Hispanic/Latino/Latinx
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Benjamin D

CFP®, Series 66

Tubac, AZ

Edward Jones

Benjamin Duncan is a Certified Financial Planner (CFP®) with 16 years of experience, currently serving at Edward Jones since 2009. He is based in Tubac, AZ. Outside of his advisory role, he is an assistant cross country coach at Continental School, a middle school in Green Valley, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices, as well as its integrated capabilities beyond advisory services.

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