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Dalton L

CFP®, Series 66

Union City, TN

Edward Jones

Dalton Lewis is a CFP® with nine years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Union City, TN. Outside of his advisory role, he manages and maintains a commercial office building rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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