Shelbyville, IN Miller Ave 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

406 Miller Ave

Shelbyville IN 46176-1934

Advisors at this office

3

Advisors at this office

David P

CFP®, Series 66

Shelbyville, IN

Edward Jones

David Phares II is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to this, he worked at DMET from 2005 to 2017. Outside of his advisory role, he is involved in concert promotion, operating a tribute band promoter business. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients, including individuals, corporations, and charitable organizations. The firm offers a range of advisory services and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Meghan H

Series 63, Series 66

Shelbyville, IN

Edward Jones

Meghan Haynes is a financial advisor at Edward Jones with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, JPMorgan Securities LLC, Pruvit, Comcast Cable Corporation, and Team BeachBody. Meghan has been with Edward Jones since 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive

Tonya R

Series 66

Shelbyville, IN

Edward Jones

Tonya Ruf is a Series 66-licensed financial advisor with Edward Jones in Shelbyville, Indiana. She has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
View complete list of advisors at this office
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