Charlotte, FL Office

Roland Fannin is a financial advisor with Edward Jones in Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is involved as a general partner and owner in several business ventures, including cabinetry manufacturing, agriculture, hospitality, and real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Richard Smidt is a financial advisor at Edward Jones in Glenwood Springs, Colorado, with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.