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Roger D

Series 63, Series 65

Lake Village, AR

Accurate Wealth Management, LLC

Roger Davis is a financial advisor at Accurate Wealth Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Accurate Wealth Management since 2020, with prior experience at Centric Capital Advisors and Centric Capital. Davis serves as a board member for the Chicot County Arkansas Board of Equalization, which handles property tax disputes. Accurate Wealth Management, LLC serves individuals, pension and profit-sharing plans, charities, corporations, and other advisers by providing discretionary portfolio management, financial planning, educational services, and a wrap-fee program. The firm emphasizes value, safety, quality, and risk control in its investment approach and manages approximately $1.71 billion in assets under management.

Concentrated stock management Options & derivatives strategies Private / alternative investments Annuities Founder/Business Owner Executive
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Chad F

Series 66

Greenville, MS

Edward Jones

Chad Freeman is a financial advisor with Edward Jones in Greenville, Mississippi. He holds a Series 66 designation and has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Nancy C

Series 66

Greenville, MS

Edward Jones

Nancy Cannatella is a Series 66 licensed financial advisor with six years of industry experience. She is currently with Edward Jones in Greenville, MS, having joined the firm in 2025. Prior to this, she worked at Raymond James Financial Services Inc and Guaranty Bank & Trust. 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 strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

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

CFP®, Series 66

Greenville, MS

Edward Jones

Joseph Eagle is a CFP® professional affiliated with Edward Jones in Greenville, Mississippi, with 11 years of industry experience. He has been with Edward Jones since 2014 and is also involved in a self-employed venture, Eagle Entertainment. 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.

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

CFP®, Series 63, Series 65

Greenville, MS

Edward Jones

Donna Adams is a CFP® professional with 36 years of industry experience. She has worked at Edward Jones since 2017, following roles at LPL Financial and Guaranty Bank & Trust. Outside of financial advising, she is involved as a secretary for Adams Cotton Consultant in Greenville, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs with an emphasis on fiduciary standards, tax-efficient services, and a broad national network of advisors and branch offices.

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