Las Cruces, NM 4300 Sonoma Ranch Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

4300 Sonoma Ranch Blvd Ste 5

Las Cruces NM 88011

Advisors at this office

2

Advisors at this office

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Patti D

Series 66

Las Cruces, NM

Edward Jones

Patti Daniels is a financial advisor at Edward Jones in Las Cruces, NM, holding a Series 66 designation and beginning her career in 2024. She previously worked at KDI Wealth Management and was involved with Black Range Outfitters II for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and offers services such as tax-efficient portfolio management and securities-based lending.

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

Amy D

Series 63, Series 66

Las Cruces, NM

Edward Jones

Amy Daniels is a financial advisor with Edward Jones in Las Cruces, NM, holding Series 63 and Series 66 licenses and over 24 years of industry experience. She has been with Edward Jones since 1998. Outside of her advisory role, she owns a horse farm, The Mellie V Ranch, and is a part owner of The Lookout in the Black Range, a hunting and recreational services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General estate planning guidance Founder/Business Owner Doctor or Medical Professional Women Professionals
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