Punta Gorda, FL Madrid Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

100 Madrid Blvd Suite 315

Punta Gorda FL 33950

Advisors at this office

3

Advisors at this office

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Tiffany M

Series 63, Series 66

Punta Gorda, FL

Edward Jones

Tiffany Meyer is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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

Catherine P

Series 66

Punta Gorda, FL

Edward Jones

Catherine Poole is a financial advisor at Edward Jones with six years of industry experience. She has held multiple roles at Edward Jones since 2019 and previously worked at Verizon Wireless. 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 large network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Multi-generational wealth transfer General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Timothy M

CFP®, Series 66

Punta Gorda, FL

Edward Jones

Timothy Meyer is a CFP®-designated financial advisor with Edward Jones, based in Punta Gorda, FL. He has 16 years of industry experience, including 17 years with Edward Jones. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations General estate planning guidance Founder/Business Owner
View complete list of advisors at this office
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