Lebanon, KY 760 W Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,085 advisors across 14,176 offices

Location

760 W Main St

Lebanon KY 40033

Advisors at this office

2

Advisors at this office

Adam P

CFP®, Series 63, Series 66

Lebanon, KY

Edward Jones

Adam Poff is a financial advisor with Edward Jones in Lebanon, KY, holding CFP®, Series 63, and Series 66 designations and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Poff manages a farming business raising sheep, cattle, and chickens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Abby W

Series 66, Series 65

Lebanon, KY

Edward Jones

Abby Wiser is a financial advisor at Edward Jones with three years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Cerity Partners and ARGI Investment Services. Before entering the financial sector, she was involved with the WKU Center for Financial Success and taught at Marion County High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
View complete list of advisors at this office
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