Sun City, AZ W Bell Road Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

9949 W Bell Road Suite #103

Sun City AZ 85351

Advisors at this office

2

Advisors at this office

Kevin N

Series 63

Sun City, AZ

Edward Jones

Kevin Naef is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds the Series 63 designation and is based in Sun City, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Financial Professional

Paul F

Series 66

Sun City, AZ

Edward Jones

Paul Fudurich is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Bank, NA for 21 years before joining Edward Jones in 2019. 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 programs, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management Retirement income strategy Early retirement planning Planning for children with special needs Retired Founder/Business Owner Executive
View complete list of advisors at this office
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