San Tan Valley, AZ Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

7

Of 24,118 advisors across 14,150 offices

Location

San Tan Valley AZ

Advisors at this office

7

Advisors at this office

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Crystal M

Series 66

San Tan Valley, AZ

Edward Jones

Crystal Muldowney is a financial advisor at Edward Jones with 22 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. Outside of her advisory role, she creates custom handcrafted gifts and sells small items on eBay. She is also connected to a family-run YouTube channel focused on video gaming content. 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 and investment solutions, supported by 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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Don K

Series 66

San Tan Valley, AZ

Edward Jones

Don Kaufman is a Series 66 licensed financial advisor with Edward Jones, based in San Tan Valley, AZ. He has nine years of industry experience, including ten years with Edward Jones. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of investment advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets 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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Anna Marie M

Series 66

San Tan Valley, AZ

Edward Jones

Anna Marie Mueller is a Series 66-licensed financial advisor with Edward Jones in San Tan Valley, AZ, where she has worked since 2010. She has 14 years of industry experience. Outside of her advisory role, she owns and operates Queen Creek Bake Shop, a home bakery business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

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

Series 66

San Tan Valley, AZ

Edward Jones

Veronica Salazar Celis is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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 wide range of advisory and investment solutions through a large national network of advisors and branch offices.

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

Jason D

Series 66

Sun Tan Valley, AZ

Edward Jones

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Founder/Business Owner LGBTQIA
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Tyson B

Series 66

San Tan Valley, AZ

Edward Jones

Tyson Brimhall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers LLC, PNC Investments LLC, and Prudential Insurance Company of America. Outside of his advisory role, he is involved in the production and sale of woodworking products. 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 and investment solutions, supported by 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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Devon G

Series 66

San Tan Valley, AZ

Edward Jones

Devon Gillard is a Series 66–licensed financial advisor with Edward Jones, based in San Tan Valley, AZ. He has approximately two years of experience in the financial services industry, including roles at Morgan Stanley and The Vanguard Group prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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