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Matthew H

Series 66

Venice, FL

Edward Jones

Matthew Harrington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked in various roles including at Liberty University and The Gentleman Plumber. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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

Series 66

Venice, FL

Edward Jones

Robert Domke is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously owned and operated Defining Realty Co, a real estate brokerage, which he is in the process of closing. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management General retirement planning Founder/Business Owner
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James C

Series 66

Venice, FL

Edward Jones

James Crites is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Palm Beach Quote Insurance and Northwestern Mutual, among other roles across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner
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