Savannah, GA East Montgomery Crossroads 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

24 East Montgomery Crossroads

Savannah GA 31406

Advisors at this office

3

Advisors at this office

Frank W

Series 66

Savannah, GA

Edward Jones

Frank Wieczorek Jr. is a financial advisor with Edward Jones in Savannah, GA, holding a Series 66 designation. He has one year of industry experience, joining Edward Jones in 2025. Prior to this, he worked at Procare Therapy and held various roles at Georgia Southern University, Elite Concrete, and Calvary Day School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Timothy B

ChFC®, Series 63, Series 66

Savannah, GA

Edward Jones

Timothy Beers is a financial advisor with Edward Jones in Savannah, GA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive

Aaron B

Series 63, Series 66

Savannah, GA

Edward Jones

Aaron Beers is a financial advisor at Edward Jones with six years of industry experience. He has held positions at UBS Financial Services, The Vanguard Group, and Edward Jones prior to his current role. Beers serves as the vice chair on the executive board of Heads Up Guidance Services, a nonprofit focused on affordable and accessible behavioral health counseling. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationwide. The firm 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 plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
View complete list of advisors at this office
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