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Christopher S

CFP®, Series 63, Series 65

Wesley Chapel, FL

Edward Jones

Christopher Stino is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Planning Services and Charles Schwab. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a network of over 23,000 advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement income strategy General estate planning guidance Inheritance planning Wealth management Business ownership considerations Founder/Business Owner Women Professionals Women's Finance
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Jimmy T

ChFC®, Series 66

Wesley Chapel, FL

Edward Jones

Jimmy Tovar is a financial advisor with Edward Jones in Wesley Chapel, FL, holding the ChFC® and Series 66 designations and with 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he owns a rental property in Wesley Chapel. 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, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Wealth management General estate planning guidance Financial Professional
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Ryan N

Series 66

Wesley Chapel, FL

Edward Jones

Ryan Neal is a financial advisor with Edward Jones in Wesley Chapel, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Berkadia Commercial Mortgage, Crowder & Scoggins Ltd., and various educational institutions. Neal also works as a personal trainer at LA Fitness. 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 discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retirement income strategy Military & Veterans
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Claude U

Series 66

Wesley Chapel, FL

Edward Jones

Claude Ussery Jr. is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Nucycle Energy of Tampa and Major Brands. He volunteers as an ARC committee member for Easton Park and serves as a team captain for the nonprofit All Pro Dads. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Stock option exercise strategy Liquidity event planning Wealth management Retired Founder/Business Owner Executive LGBTQIA
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William M

ChFC®, Series 66

Wesley Chapel, FL

Edward Jones

William Morales Jr. is a ChFC® and holds a Series 66 license, serving as a financial advisor at Edward Jones since 2008 with 17 years of industry experience. He is based in Wesley Chapel, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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