Exmore, VA Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,085 advisors across 14,176 offices

Location

4045 Lankford Hwy

Exmore VA 23350

Advisors at this office

3

Advisors at this office

Willie R

Series 63, Series 66

Exmore, VA

Edward Jones

Willie Randall is a financial advisor with Edward Jones in Exmore, VA, holding Series 63 and Series 66 licenses and with 28 years of industry experience. He has been with Edward Jones since 1997. Randall serves as President of the Hermitage on the Eastern Shore Advisory Council, is the second vice president and a director on the Eastern Shore Chamber of Commerce Executive Committee, and participates on the advisory board of the Alzheimer's Association Southeastern Virginia Chapter as well as the board of the Eastern Shore Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial products, supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Wendy M

Series 66

Exmore, VA

Edward Jones

Wendy Marshall is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2010. 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 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
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William R

ChFC®, Series 63, Series 66

Exmore, VA

Edward Jones

William Randall is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at Allstate Insurance Company, Family First Life, Securities America Advisors, Inc., and other firms. Outside of financial advising, he organizes bookkeeping for a medical practice in Exmore, VA. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large nationwide network of advisors and branch offices.

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