Mt Laurel, NJ Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

100 Gaither Dr Ste D

Mt Laurel NJ 08054

Advisors at this office

2

Advisors at this office

Joshua S

Series 65, Series 66

Mt Laurel, NJ

Edward Jones

Joshua Stecker is a financial advisor at Merrill Lynch Wealth Management. He works closely with individuals, families, and businesses to develop personalized wealth management strategies aimed at achieving their financial goals. His areas of expertise include retirement income planning, education planning, family wealth management strategies, liquidity management, and small business strategies, among others. Joshua holds a Bachelor's Degree from Rowan University and is a Personal Investment Advisor (PIA). He focuses on creating transparent, tailored financial plans that reflect each client’s unique priorities. Outside of work, Joshua enjoys basketball, football, golfing, rock climbing, and spending time with his family.

General retirement planning Retirement income strategy Wealth management College savings (529s, UTMA, etc.) Family Business Retired Founder/Business Owner Executive

Sean D

Series 66

Mt Laurel, NJ

Edward Jones

Sean Downey is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked for the Wall Street Journal / Barron's Group for ten years. 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 managed investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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