Sedona, AZ Sunset Drive Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,149 offices

Location

210 Sunset Drive, Suite F

Sedona AZ 86336

Advisors at this office

2

Advisors at this office

Paul T

CFP®, ChFC®, Series 66

Sedona, AZ

Edward Jones

Paul Tibbs is a financial advisor with Edward Jones in Sedona, Arizona, holding CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is involved in managing a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of managed and advisory solutions supported by a large network of financial advisors and branch offices across the United States.

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner
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Rebecca M

Series 66

Sedona, AZ

Edward Jones

Rebecca Miller is a Series 66-licensed financial advisor with Edward Jones, where she has worked for 11 years. She is based in Sedona, AZ, and her entire industry experience has been with Edward Jones. 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, including discretionary and non-discretionary wrap fee options, 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
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