Pittsburgh, PA Corporate Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

5700 Corporate Drive Ste 640

Pittsburgh PA 15237-5829

Advisors at this office

2

Advisors at this office

Adam D

Series 66

Pittsburgh, PA

Edward Jones

Adam Dobies is a financial advisor with Edward Jones in Pittsburgh, PA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a nationwide network of more than 23,000 advisors.

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive

Andrew D

CFP®, Series 66

Pittsburgh, PA

Edward Jones

Andrew Dobies is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Edward Jones since 2017 and was previously with Lord Abbett from 2013 to 2017. Based in Pittsburgh, PA, he is part of a large advisor network serving a broad client base. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies, including tax-efficient services and access to affiliated mutual funds.

College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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