Lakewood Ranch, FL 111th St E Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

6015 111th St E, Suite A

Lakewood Ranch FL 34211-9468

Advisors at this office

2

Advisors at this office

Yann G

Series 66

Lakewood Ranch, FL

Edward Jones

Yann Gehan is a Series 66 licensed financial advisor with Edward Jones in Lakewood Ranch, FL, where he has worked since 2013. He has 12 years of industry experience. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Business ownership considerations General retirement planning Wealth management Founder/Business Owner

Meghan C

Series 66

Lakewood Ranch, FL

Edward Jones

Meghan Corcoran is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. She was also involved with the Jay Corcoran Memorial Scholarship Foundation for 16 years. 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 wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer ESG / Sustainable investing Public Service Employee Intergenerational Families
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