Midland, MI N Saginaw Rd 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

2910 N Saginaw Rd

Midland MI 48640

Advisors at this office

3

Advisors at this office

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Matthew M

Series 66

Midland, MI

Edward Jones

Matthew Murray is a financial advisor at Edward Jones in Midland, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Airgas USA, LLC for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

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

Adam T

Series 66

Midland, MI

Edward Jones

Adam Thiel is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Inheritance planning Multi-generational wealth transfer Business ownership considerations Founder/Business Owner

Zachary S

ChFC®, Series 66

Midland, MI

Edward Jones

Zachary Schmid is a financial advisor with Edward Jones in Midland, MI, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns Jovan Z Holdings, LLC, established in 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving tax strategies Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner Doctor or Medical Professional
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