Heath, TX Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

4232 Ridge Road Suite 102

Heath TX 75032-7641

Advisors at this office

2

Advisors at this office

Michael W

Series 66

Heath, TX

Edward Jones

Michael Warren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Russell Reynolds Associates for three years and served in the U.S. Army for eight years. Outside of advising, he is an owner and partner in Climb Rockwall, a climbing gym in Rockwall, TX. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Retired Founder/Business Owner Executive

Wesley O

Series 66

Heath, TX

Edward Jones

Wesley Oliver is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is involved as an owner in a property and real estate management business in Rockwall, TX, and has consulted for Scout and Cellar through a partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Family Business Business succession planning Wealth management Charitable giving & philanthropy Founder/Business Owner Values-based investing Christian Faith Based
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