Eugene, OR Oakway Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,095 advisors across 14,159 offices

Location

497 Oakway Rd Ste 245

Eugene OR 97401

Advisors at this office

6

Advisors at this office

Bruce B

Series 66

Eugene, OR

Edward Jones

Bruce Burbank is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he serves as the head track coach at Willamette Christian Middle School, focusing on throwing technique. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive

Stephen M

ChFC®, Series 66

Eugene, OR

Edward Jones

Stephen Matteucci is a ChFC® credentialed advisor with Edward Jones in Eugene, OR, and has 10 years of industry experience, all with Edward Jones since 2016. He holds the Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Vincent M

Series 66

Eugene, OR

Edward Jones

Vincent Matteucci is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation. He has been with Edward Jones since 2023 and previously worked at Camp Harlow and McKenzie River Nursery. From 2013 to 2021, he was involved with Golden Doodle Companions. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, with a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

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

Series 66

Eugene, OR

Edward Jones

Alicia Williams is a financial advisor with Edward Jones in Eugene, Oregon, holding a Series 66 designation and three years of industry experience. She worked at SELCO Group Inc. for 16 years prior to joining Edward Jones. Williams is a member of the BNI South Lane Chapter, engaging in business professional networking and community outreach activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

Cheyenne B

Series 66

Eugene, OR

Edward Jones

Cheyenne Burbank is a financial advisor at Edward Jones in Eugene, OR, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, Burbank worked at Creswell Bakery for one year. Outside of her advisory role, she is associated with LKC Investments, an LLC involved in private loans. 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 large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products under a fiduciary standard.

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning General estate planning guidance Professional Athlete Doctor or Medical Professional
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Alexander D

Series 66

Eugene, OR

Edward Jones

Alexander Douglas is a financial advisor with Edward Jones in Eugene, OR, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he held roles at companies including Darktrace Inc, Emser Tile and Stone, and Renewal by Andersen. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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