Port Clinton, OH Harbor Light Landing Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,095 advisors across 14,148 offices

Location

3866 Harbor Light Landing Dr

Port Clinton OH 43452

Advisors at this office

4

Advisors at this office

Paul C

Series 66

Port Clinton, OH

Edward Jones

Paul Christman is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at the Cleveland Federal Reserve, Magruder Hospital, and The City of Port Clinton. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner
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Thomas L

Series 66

Port Clinton, OH

Edward Jones

Thomas Leone is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has previously worked at Willoughby Western Lake County Chamber of Commerce, All Saints Federal Credit Union, and CompSource Inc. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, 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

Michelle D

Series 63, Series 66

Port Clinton, OH

Edward Jones

Michelle Dubena is a financial advisor with Edward Jones in Port Clinton, OH, holding Series 63 and Series 66 credentials and having 20 years of industry experience. She has worked with several firms, including Citizens Bank, The Prudential Insurance Company of America, and PNC Bank. Outside of her advisory role, she is a board member of Leadership Ottawa County. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, and operates under a fiduciary standard.

Divorce financial planning Family Business Business ownership considerations Business succession planning Charitable giving & philanthropy Founder/Business Owner Religious/faith focused

Frank L

CFP®, Series 66

Port Clinton, OH

Edward Jones

Frank Leone is a CFP® with 18 years of industry experience and has been with Edward Jones since 2007. He is based in Port Clinton, OH. Outside of his advisory role, he owns a second home in Cape Coral, FL, which he occasionally rents. 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Multi-generational wealth transfer Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing
View complete list of advisors at this office
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