Celina, OH 215-217 Market St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

215-217 Market St

Celina OH 45822

Advisors at this office

2

Advisors at this office

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Richard D

Series 63

Celina, OH

Edward Jones

Richard Denning is a financial advisor with Edward Jones in Celina, Ohio, holding a Series 63 designation and 45 years of industry experience. He has been with Edward Jones since 1980. Outside of advising, he previously operated a specialty bicycle retailer as a part-time hobby business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Molly S

Series 66

Celina, OH

Edward Jones

Molly Shreffler is a financial advisor at Edward Jones with a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018 and previously worked at Hillsdale Community Schools. Outside of finance, she is involved in the cheerleading industry as co-owner of US Spirit Alliance and a silent partner in Ultimate Cheer Experience, LLC, which produces cheerleading and dance events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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