Nicholasville, KY Springdale Dr 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

109 Springdale Dr Suite 1, The Paddock Shoppes

Nicholasville KY 40356

Advisors at this office

2

Advisors at this office

Charity R

CFP®, Series 63, Series 66

Nicholasville, KY

Edward Jones

Charity Reed is a CFP®-designated financial advisor with Edward Jones in Nicholasville, KY, and has 15 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of managed solutions, separately managed accounts, and affiliated funds, operating under a fiduciary standard and providing both discretionary and non-discretionary advisory services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Family Business General estate planning guidance ESG / Sustainable investing Founder/Business Owner
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Kacey G

Series 66

Nicholasville, KY

Edward Jones

Kacey Gross is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Kacey worked at The Sherwin Williams Co, P.F. Changs, and Walgreens. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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