Lutz, FL Hunting Bow Circle Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

17856 Hunting Bow Circle, Suite 102

Lutz FL 33558

Advisors at this office

3

Advisors at this office

Sami S

Series 66, Series 63

Lutz, FL

Edward Jones

Sami Sahab is a financial advisor at Edward Jones with two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Co. Sami has also spent 18 years at HD Robuck Jr. PA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm operates under a fiduciary standard and offers discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Dentist Doctor or Medical Professional Founder/Business Owner Real Estate Professional
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Philip B

Series 65, Series 66, Series 63

Lutz, FL

Edward Jones

Philip Buffery is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones, he worked at firms including Alpha Vee Advisors LLC, Advisor AI Partners, Potomac Fund Management, and Cetera Advisor Networks. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large national network of advisors and branch offices.

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

Michael H

Series 66

Lutz, FL

Edward Jones

Michael Hill Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his career in finance, he served in the United States Marine Corps for 20 years. He is a board member of the Reconnection Education Center, a nonprofit school in Odessa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large nationwide network of financial advisors.

Retirement income strategy Multi-generational wealth transfer General estate planning guidance Wealth management Military & Veterans Intergenerational Families
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