Beckley, WV Prince Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

343 Prince Street Suite A

Beckley WV 25801

Advisors at this office

4

Advisors at this office

Tracy H

Series 66

Beckley, WV

Edward Jones

Tracy Houck is a financial advisor at Edward Jones in Beckley, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Novartis and Cook Medical. Outside of her advisory role, Houck is the owner and CEO of Eleventh Perspective, LLC, a creative productions and sales business, and serves as a caregiver for her adult disabled daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional

Brooke D

Series 66

Beckley, WV

Edward Jones

Brooke Dempsey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work experience in healthcare roles at Stonerise Beckley, Stonerise Rainelle, and MedExpress. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive

Benjamin W

Series 66

Beckley, WV

Edward Jones

Benjamin Worley is a financial advisor with Edward Jones in Beckley, WV, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Worley is the owner of Worley Proper, LLC, a real estate leasing business with multiple commercial properties in Beckley and Lester, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Doctor or Medical Professional
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Cheyenna D

Series 66

Beckley, WV

Edward Jones

Cheyenna Daniels is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Daniels worked for 14 years with the Raleigh County Board of Education. 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 variety of 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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