Spring Hill, FL Yale Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

10224 Yale Ave

Spring Hill FL 34613

Advisors at this office

2

Advisors at this office

Anna S

Series 66

Spring Hill, FL

Edward Jones

Anna Swartz is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked for Regions Bank for eight years. Swartz also served at Pasco Hernando State College for over a decade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors, offering both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retired Founder/Business Owner Executive

Tonia W

ChFC®, Series 66

Spring Hill, FL

Edward Jones

Tonia Warncke is a financial advisor at Edward Jones in Spring Hill, FL, holding ChFC® and Series 66 credentials with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds, operating under a fiduciary standard.

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