Joliet, IL 735 Essington Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

7

Of 24,118 advisors across 14,150 offices

Location

735 Essington Rd

Joliet IL 60435

Advisors at this office

7

Advisors at this office

Scott S

CFP®, ChFC®, Series 66

Joliet, IL

Edward Jones

Scott Segobiano is a financial advisor at Edward Jones in Joliet, IL, holding CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Aerotek from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Early retirement planning Wealth management Business ownership considerations Founder/Business Owner

Edward D

Series 63, Series 66

Joliet, IL

Edward Jones

Edward Dollinger is a financial advisor with Edward Jones in Joliet, IL, holding Series 63 and Series 66 designations. He has 39 years of industry experience and has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, Dollinger serves on the Joliet Rotary and the boards of the Joliet Finance Council and the Will County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive

Samuel W

Series 66

Joliet, IL

Edward Jones

Samuel Williams is a financial advisor at Edward Jones in Joliet, IL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Deerpath Capital, Wintrust Financial, and BMO Harris. He is a limited partner in several private debt funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large retail advisor and branch network.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive

Matthew D

CFP®, CFA®, Series 66

Joliet, IL

Edward Jones

Matthew Dollinger is a financial advisor at Edward Jones in Joliet, IL, holding the CFP®, CFA®, and Series 66 credentials with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Monsanto from 2014 to 2017. Dollinger serves on the boards and finance committees of Big Brothers Big Sisters of Will and Grundy Counties, Joliet Catholic Academy, and the Will County Center for Economic Development. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

John G

CFP®, ChFC®, Series 66

Joliet, IL

Edward Jones

John Gillmann is a CFP® and ChFC® credentialed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hometown National Bank from 2015 to 2021. 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 and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Peggy R

Series 66

Joliet, IL

Edward Jones

Peggy Robinson is a financial advisor with Edward Jones in Joliet, IL, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

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

Nicholas T

CFP®, Series 66

Joliet, IL

Edward Jones

Nicholas Tyrell is a CFP® and holds a Series 66 license, with 10 years of experience in the financial industry. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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