Altamonte Springs, FL Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

990 N Sr 434 Suite 1168

Altamonte Springs FL 32714

Advisors at this office

2

Advisors at this office

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Stacy D

Series 66

Altamonte Springs, FL

Edward Jones

Stacy Dearman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. 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 range of investment strategies including discretionary and non-discretionary wrap fee programs, 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

Lonnie S

Series 63, Series 65, Series 66

Altamonte Springs, FL

Edward Jones

Lonnie Salimone is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Merrill Lynch from 2020 to 2024 and AXA/Equitable from 2019 to 2020. He served in the United States Coast Guard Reserve for 25 years and was involved with the New Orleans Theological Seminary for eight years. 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 and offers a range of advisory programs and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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