Collierville, TN Halle Park Circle 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

1108 Halle Park Circle

Collierville TN 38017

Advisors at this office

4

Advisors at this office

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Jaime M

Series 66

Collierville, TN

Edward Jones

Jaime Munz is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Munz worked for eight years at the YMCA of Memphis and the Mid-South. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Kevin B

CFP®, Series 63

Collierville, TN

Edward Jones

Kevin Baltier is a CFP®-certified financial advisor with Edward Jones in Collierville, TN, where he has served clients for 26 years since 2000. He holds a Series 63 license and has 25 years of industry experience. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Divorce financial planning Liquidity event planning Business succession planning Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Brad H

CFP®, Series 66

Collierville, TN

Edward Jones

Brad Harris is a CFP® professional with eight years of experience at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he spent 19 years at Office Depot, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Connor M

Series 66

Collierville, TN

Edward Jones

Connor Mc Dowell is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Merrill Lynch and Bank of America. He serves as Minister of Music at New Prospect Baptist Church, leading music for weekly services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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