Southampton, PA 735 Street Rd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,150 offices

Location

735 Street Rd

Southampton PA 18966

Advisors at this office

2

Advisors at this office

Scott M

CFP®, Series 66

Southampton, PA

Edward Jones

Scott Mc Crea is a CFP® designated financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at TransAxle, LLC and Earthborne, Inc. Mc Crea serves as a board member for Valley Day School in Morrisville, PA, providing oversight on budgeting and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner

Stephen M

Series 66

Southampton, PA

Edward Jones

Stephen Moyer is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at George School. Outside his advisory role, he owns Moyer Management Services LLC, a real estate management business in Southampton, PA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by over 23,000 financial advisors nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management ESG / Sustainable investing Founder/Business Owner
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