Bluffton, SC Guilford Place Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

5766 Guilford Place Ste 100

Bluffton SC 29910

Advisors at this office

3

Advisors at this office

Sarah R

CFP®, Series 66

Bluffton, SC

Edward Jones

Sarah Reed is a CFP® professional with 18 years of experience in the financial industry, currently serving at Edward Jones since 2008. She holds the Series 66 designation and is based in Bluffton, South Carolina. Outside of her advisory role, she is involved in managing her own businesses, including Isabella Marie LLC and Abigail Jean LLC. 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 with a nationwide network of more than 23,700 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Emily M

Series 66

Bluffton, SC

Edward Jones

Emily Macias is a financial advisor at Edward Jones with 13 years at the firm and 5 years of industry experience. She holds the Series 66 designation and is based in Bluffton, South Carolina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Business ownership considerations Business succession planning Retirement income strategy General retirement planning Multi-generational wealth transfer Military & Veterans Intergenerational Families

Caroline H

Series 66, Series 7

Bluffton, SC

Edward Jones

Caroline Hallett is a financial advisor at Edward Jones with two years of industry experience. Prior to her current role, she worked at InstaCart and Go Store It. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Financial Professional
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