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Tara B

Series 66

Gaffney, SC

Edward Jones

Tara Buckley is a financial advisor at Edward Jones in Gaffney, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2008. 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 network of financial advisors and branch offices across the country.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Military & Veterans Newlywed/Engaged
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Debra M

Series 66

Gaffney, SC

Edward Jones

Debra Miller is a Series 66-credentialed financial advisor with Edward Jones in Gaffney, SC, where she has worked since 2008. She has 18 years of industry experience. Outside of her advisory role, she serves as secretary for the Buford Street United Methodist Church, handling billing for the church daycare. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

Series 63, Series 65

Gaffney, SC

Raymond James Financial

Jeffrey Richardson is a financial advisor with Raymond James Financial in Gaffney, SC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes longstanding roles at Piedmont Service Center and First Piedmont Bank since 2001, along with experience at First Piedmont Federal Savings & Loan since 2018. Outside of advisory work, he is involved as an insurance agent selling fixed annuities and owns a property rental business in Myrtle Beach and Gaffney. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Charles C

Series 66

Gaffney, SC

Edward Jones

Charles Chitty is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in roles at Deer Brook Golf Club, Cleveland Country Club, The Carolina Country Club, and Coastal Carolina University. 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 variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Gaffney, SC

Edward Jones

Mason Bell is a financial advisor at Edward Jones in Gaffney, South Carolina, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked in education with the Cherokee County School District and Coastal Carolina University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

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

Series 66

Gaffney, SC

Edward Jones

Brian Ware is a Series 66-registered financial advisor with Edward Jones in Gaffney, South Carolina, with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Retirement income strategy General estate planning guidance Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Chelsea S

Series 66

Blacksburg, SC

Thrivent Investment Management

Chelsea Stevens is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and two years of industry experience. Prior to joining Thrivent, she worked at The Vanguard Group and has engaged in content creation through vlogs, blogs, and podcasts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a wide range of financial topics, with planning services separate from portfolio management.

Business ownership considerations
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Mason S

Series 66

Blacksburg, SC

Edward Jones

Mason Standridge is a financial advisor with Edward Jones in Blacksburg, SC, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at XPO Logistics for two years and UPS for six years. 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, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Felixicity S

Series 66

Gaffney, SC

Edward Jones

Felixicity Standridge is a financial advisor with Edward Jones in Gaffney, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones, she worked for Plato's Closet for five years. 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 under management and offers a range of discretionary and non-discretionary investment strategies, operating under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Janet S

Series 66

Gaffney, SC

Edward Jones

Janet Shuford is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 through a nationwide network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

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