Sunnyvale, TX S Collins Rd 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

182 S Collins Rd Suite 100

Sunnyvale TX 75182

Advisors at this office

2

Advisors at this office

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Lindsay C

Series 66

Sunnyvale, TX

Edward Jones

Lindsay Campione is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2012, accumulating 14 years of experience. She is based in Sunnyvale, TX, and has two years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including diverse households and corporate entities. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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

Michael T

Series 63, Series 66

Sunnyvale, TX

Edward Jones

Michael Taysom is a financial advisor at Edward Jones in Sunnyvale, TX, with 26 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Wealth management Founder/Business Owner
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