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Cally O

Series 63, Series 66

West Hempstead, NY

Edward Jones

Cally Orlando is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo Advisors. Outside of finance, she was involved with Conventionplanit.com for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

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

Series 66

West Hempstead, NY

Edward Jones

Everett Johnson II is a Series 66 credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at New York Life, Broadridge Financial Solutions, and Fannie Mae. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Marie T

Series 63

West Hempstead, NY

Edward Jones

Marie Taylor is a financial advisor with Edward Jones in West Hempstead, NY, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory work, she serves as Vice President of the West Hempstead Chamber of Commerce, is a continuing education instructor at Kingsborough Community College, and holds a National Notary Public position. 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 programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Charitable giving & philanthropy Educators, Teachers, and Academics LGBTQIA Women Professionals
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