Plano, TX Windrose Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

6

Of 24,095 advisors across 14,148 offices

Location

8101 Windrose Ave Ste 1400

Plano TX 75024-0000

Advisors at this office

6

Advisors at this office

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Thompson S

Series 66

Plano, TX

Edward Jones

Thompson Smith is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Epimed, Inc. and Multview, Inc., as well as having academic experience at Texas A&M University. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

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

Series 66

Plano, TX

Edward Jones

Cole Baker is a financial advisor with Edward Jones in Plano, TX, holding a Series 66 designation and beginning his industry experience in 2024. He has worked at Edward Jones since 2024, with additional roles at First Baptist Woodway and Specialty Restoration of Texas prior to joining the firm. Baker attended Texas A&M University from 2021 to 2025. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Plano, TX

Edward Jones

Andrew Ingram II is a CFP® professional with 10 years of experience at Edward Jones, where he has worked since 2016. He holds the Series 66 designation and is based in Plano, TX. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Jesse A

Series 63, Series 65

Plano, TX

Edward Jones

Jesse Abercrombie is a financial advisor with Edward Jones in Plano, TX, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Edward Jones since 2003. 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 supported by a large network of financial advisors and branch offices across the nation.

Liquidity event planning Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner

Sheryl G

CFP®, Series 63, Series 66

Plano, TX

Edward Jones

Sheryl Giles is a CFP® professional at Edward Jones with 24 years of industry experience, including 25 years at Edward Jones. She holds Series 63 and Series 66 licenses. Outside of her advisory work, she is involved with EnviroMatic Systems, specializing in HVAC and climatic systems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Multi-generational wealth transfer Founder/Business Owner

Brandan B

CFP®, Series 66

Plano, TX

Edward Jones

Brandan Bindel is a financial advisor at Edward Jones in Plano, TX, holding the CFP® and Series 66 designations with eight years of industry experience. He previously worked at Ernst & Young for five years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of nearly 24,000 advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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