Lexington, SC Augusta Hwy 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

2001 Augusta Hwy Ste D

Lexington SC 29072

Advisors at this office

2

Advisors at this office

Grant S

Series 66

Lexington, SC

Edward Jones

Grant Stoffle III is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for The Vrdolyak Law Group LLC from 2014 to 2020. 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 through a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Karen R

Series 66

Lexington, SC

Edward Jones

Karen Ross is a financial advisor at Edward Jones in Lexington, SC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Cushman Wakefield, The Beach Company, Blue Ridge Company, and Cee Squared Services. Outside of her advisory role, Ross owns Karen Ross Properties, Inc., a real estate management business, though this activity has been put on hold since she began her position at Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy General retirement planning Military & Veterans Founder/Business Owner Young Professionals
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