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Melissa K

Series 66

Winter Haven, FL

Edward Jones

Melissa Kincaid is a financial advisor at Edward Jones in Winter Haven, FL, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at The Mortgage Firm, Principal Financial, and Florida Blue - Blue Cross Blue Shield. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,000 branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management General retirement planning Retired Founder/Business Owner Executive
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James F

Series 63, Series 66

Winter Haven, FL

Edward Jones

James Faubert is a financial advisor at Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Matthew F

Series 66, Series 63

Winter Haven, FL

Edward Jones

Matthew Faubert is a financial advisor at Edward Jones in Winter Haven, FL, holding Series 66 and Series 63 licenses with 13 years of industry experience. He previously worked at Franklin Templeton for 13 years before joining Edward Jones in 2025, including a brief tenure at Design Pro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Professional Athlete
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Lillian D

Series 66

Winter Haven, FL

Edward Jones

Lillian Danis Soto is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Geico for ten years before joining Edward Jones. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Divorce financial planning Inheritance planning Multi-generational wealth transfer General estate planning guidance Military & Veterans Widow/Widower Intergenerational Families Divorced
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