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12 advisors near
77575
within the area shown on the map
Out of 400,000+ nationwide
John H
CFP®, Series 66
Dayton, TX
Edward Jones
John Herndon is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Edward Jones in Dayton, TX, having previously worked at Fidelity Brokerage Services, Invesco Investment Services, and held other roles including a position at Anheuser-Busche InBev. Edward Jones serves more than four million individual and institutional clients, offering a wide range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest retail advisor networks in its category.
Kyle R
Series 66
Liberty, TX
Cetera
Kyle Reynolds is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at The Home Depot and has experience in education at Texas A&M University and the Tarkington School System. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with both discretionary and non-discretionary options.
Ross W
Series 66
Liberty, TX
Edward Jones
Ross Ward is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Chase, American Beacon Advisors, Resolute Investment Managers, and Invesco. Outside of his advisory role, Ward serves as a City Councilman in Liberty, Texas. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.
Rachel O
ChFC®, Series 66
Liberty, TX
Edward Jones
Rachel Odell is a financial advisor at Edward Jones with 15 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2011. Odell serves as the Vice Chairman of the Liberty Dayton Chamber of Commerce. 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, operating under a fiduciary standard.
Stephen D
Series 63, Series 66
Liberty, TX
Edward Jones
Stephen Dugger is a financial advisor with Edward Jones in Liberty, TX, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment advisory programs and affiliated financial products, supported by a large network of advisors and branch offices nationwide.
Leslie H
Series 63, Series 66
Dayton, TX
Edward Jones
Leslie Herndon is a financial advisor at Edward Jones in Dayton, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience, all of which has been spent with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Dustin G
CFP®, Series 63, Series 66
Dayton, TX
Edward Jones
Dustin Gatlin is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. Outside of his financial advisory role, he operates a family farm focused on cattle sales and manages a pasture lease in Liberty, Texas. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, including non-high-net-worth and 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 advisory programs with both discretionary and non-discretionary strategies, operating under a fiduciary standard.
Susan L
CFP®, Series 66
Liberty, TX
Edward Jones
Susan La Cour is a financial advisor with Edward Jones in Liberty, TX. She holds the CFP® and Series 66 designations and has four years of industry experience. Prior to joining Edward Jones in 2019, she worked in education with Hardin ISD and Chrysalis School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a trust company.
Bryan R
Series 63, Series 65
Liberty, TX
Cetera
Bryan Reynolds is a financial advisor at Cetera with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Investment Services LLC since 2005, following a 26-year tenure at 1 St Liberty National Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and a large nationwide network of more than 10,000 advisors.
Laura T
ChFC®, Series 66
Dayton, TX
Edward Jones
Laura Taylor is a financial advisor at Edward Jones in Dayton, TX, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018, following five years at T&H Ventures, LLC, a consulting firm specializing in accounting and cash management, which she owns. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Sandra S
Series 66
Liberty, TX
Ameriprise
Sandra Solis is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise Financial Services since 2016. In addition to her advisory role, she serves as a Senior Wealth Advisor at First Liberty Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which includes tailored Recommendation Reports and ongoing planning focused on income sources and tax-aware withdrawal strategies.
Rachel D
Series 66
Liberty, TX
Edward Jones
Rachel Draughn is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previously worked with St. Mark's Episcopal Church and the Texas Classroom Teacher's Association. 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.
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Finding advisors...
12 advisors near
77575
within the area shown on the map
Out of 400,000+ nationwide