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Chaney S

Series 66

Waldorf, MD

Edward Jones

Chaney Sims is a financial advisor with Edward Jones in Waldorf, MD, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Sims worked at Greystar and has been involved with The Vegan Club from 2022 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Government Employee Women Professionals Young Professionals
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Linda S

Series 66

Waldorf, MD

Edward Jones

Linda Sims is a Series 66-licensed financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, she worked at Ashfield Health Care from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Wealth management Business ownership considerations Business succession planning Multi-generational wealth transfer Retirement income strategy Military & Veterans Founder/Business Owner Women Professionals Intergenerational Families
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