Longboat Key, FL Bay Isles Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

595 Bay Isles Rd Ste 260

Longboat Key FL 34228

Advisors at this office

3

Advisors at this office

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Kim M

Series 66, Series 63

Longboat Key, FL

Edward Jones

Kim Meissner is a financial advisor at Edward Jones with six years of industry experience, including six years at New York Life prior to joining Edward Jones in 2025. She holds Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad offering of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

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

Michelle J

CFP®, Series 66

Longboat Key, FL

Edward Jones

Michelle Johnson is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which she has spent with Edward Jones since 2014. She also serves as treasurer for a family-owned real estate business in Ohio to assist with its future management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Divorce financial planning Founder/Business Owner
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Lauren J

Series 66

Longboat Key, FL

Edward Jones

Lauren Johnson is a financial advisor at Edward Jones in Longboat Key, FL, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience working in education and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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