New York, NY Third Avenue Office

Rolland Bravo is a financial advisor with Edward Jones in New York, NY, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years at Brown Distributing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Christodoulou is a financial advisor at Edward Jones with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2018, he worked at Pruco Securities LLC and The Prudential Insurance Company of America from 2008 to 2018. Outside of his advisory role, he is involved in property management. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.

William Frank is a financial advisor at Edward Jones in New York, NY, holding a Series 66 designation with two years of industry experience. He previously worked at IC Summits for nine years. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Neil Murman is a financial advisor with Edward Jones in New York, NY, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Cetera Investment Services, Equitable Advisors, Allstate Insurance, Wealthbridge Financial Group, Prudential, and NSM & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nancy Carroll is a financial advisor with Edward Jones, holding CFP® and Series 63 designations and bringing 38 years of industry experience. She previously worked at Morgan Stanley for 14 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a range of needs, offering various advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.