Inlet Beach, FL Us 98 Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

12805 Us 98 Suite S 203

Inlet Beach FL 32461

Advisors at this office

3

Advisors at this office

Brenda W

Series 66

Inlet Beach, FL

Edward Jones

Brenda Whitwell is a financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Whitwell holds the Series 66 designation. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning Business exit / sale strategy Business ownership considerations Multi-generational wealth transfer Retired Founder/Business Owner Executive

Kristina R

Series 66

Inlet Beach, FL

Edward Jones

Kristina Ravenhill is a financial advisor with Edward Jones in Inlet Beach, FL, holding a Series 66 designation and one year of industry experience. Her prior roles include self-employment and positions in network marketing with Young Living Essential Oils, which she is currently transitioning to her daughter-in-law. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services.

Divorce financial planning Family Business Business ownership considerations Founder/Business Owner Women Professionals Women's Finance Religious/faith focused

Jessica P

CFP®, Series 66

Inlet Beach, FL

Edward Jones

Jessica Pena is a CFP® professional with six years of industry experience, currently associated with Edward Jones since 2019. Prior to her tenure at Edward Jones, she worked in various roles including at Old Chicago and Professional Therapy Services. Outside of finance, she is involved as a fitness trainer at Fitclub30A in Inlet Beach, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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