Carrollton, GA Corporate Drive 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

209 Corporate Drive

Carrollton GA 30117

Advisors at this office

4

Advisors at this office

Derick N

Series 63, Series 66

Carrollton, GA

Edward Jones

Derick Newton is a financial advisor with Edward Jones in Carrollton, GA, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as a pastor and founder of the Last Shall Be First Ministry and is a songwriter of gospel music. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive

Tiffany M

Series 66

Carrollton, GA

Edward Jones

Tiffany Middleton is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for over a decade at Georgia Mortgage Services Inc. as a mortgage loan officer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Ryan N

Series 66

Carrollton, GA

Edward Jones

Ryan Nelson is a financial advisor at Edward Jones in Carrollton, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2019, he worked at the University of West Georgia Bookstore, Twin City Realty GA, and Denver Mattress Company. 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, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive

Chantrice S

Series 66

Carrollton, GA

Edward Jones

Chantrice Swint is a financial advisor with Edward Jones in Carrollton, GA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019, following four years as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Founder/Business Owner
View complete list of advisors at this office
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