Mt Sterling, KY Sterling Way Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

25 Sterling Way Suite A

Mt Sterling KY 40353

Advisors at this office

2

Advisors at this office

Emily D

Series 66

Mt Sterling, KY

Edward Jones

Emily Dawson is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Her prior roles include positions in marketing and community organizations, as well as involvement with a dance school. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Wealth management Founder/Business Owner Mid-Career Professionals
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Andrew R

Series 63, Series 66

Mt Sterling, KY

Edward Jones

Andrew Ryan is a financial advisor with Edward Jones in Mt Sterling, KY, holding the Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he manages a farm through Red River Valley LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a large nationwide advisor and branch network.

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