Gilbert, AZ 2680 S Val Vista Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,118 advisors across 14,150 offices

Location

2680 S Val Vista Dr Bldg 2, Suite 106

Gilbert AZ 85295

Advisors at this office

5

Advisors at this office

Luke M

CFP®, Series 66

Gilbert, AZ

Edward Jones

Luke Murray is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gilbert, AZ. Outside of his advisory role, he owns rental properties in Queen Creek, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm operates under a fiduciary standard and is notable for its extensive national network of advisors and branch offices, as well as its affiliated trust company and proprietary investment options.

Charitable giving & philanthropy Business ownership considerations Wealth management Inheritance planning Founder/Business Owner

Bret S

CFP®, Series 63

Gilbert, AZ

Edward Jones

Bret Seeley is a CFP® with 26 years of experience in the financial services industry, all of which have been with Edward Jones since 2000. He holds the Series 63 designation and is based in Gilbert, AZ. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Jacob M

Series 66

Gilbert, AZ

Edward Jones

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

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

Series 66

Gilbert, AZ

Edward Jones

Donald Sullivan is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Allied First Bank, loanDepot, Yelp, Freedom Financial Network, Lendmark, and United Auto Credit. Outside of his advisory work, he co-owns a rental property in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering additional services such as tax-efficient portfolio management and securities-based lending under a fiduciary standard.

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

Michelle K

Series 66

Gilbert, AZ

Edward Jones

Michelle Knapp is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Union Bank and Guild Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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