Marathon, FL Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,159 offices

Location

11400 Overseas Hwy Ste 220

Marathon FL 33050

Advisors at this office

2

Advisors at this office

Sarah C

CFP®, Series 66

Marathon, FL

Edward Jones

Sarah Cizmas is a CFP® and Series 66-licensed financial advisor with Edward Jones, where she has worked since 2008, bringing 18 years of industry experience. She serves on the Florida Keys Firefighters Pension Board, overseeing the firefighters pension fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large network of financial advisors and branch offices.

Business ownership considerations Business succession planning Wealth management Real estate investing Retired Founder/Business Owner Executive

Melanie O

Series 66

Marathon, FL

Edward Jones

Melanie Ornelas is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at Selective Insurance Company of America and the Law Offices of Halford G. Schuhmacher. 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 strategies supported by a nationwide network of over 23,000 financial advisors. The firm maintains affiliated capabilities including a trust company and proprietary mutual funds, and operates under a fiduciary standard for its advisory services.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive Women Professionals Women's Finance Young Professionals
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