Toledo, OH Executive Pkwy Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,155 offices

Location

3234 Executive Pkwy Ste #109

Toledo OH 43606-1397

Advisors at this office

3

Advisors at this office

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Mary E

Series 66

Toledo, OH

Edward Jones

Mary Eurenius is a Series 66-licensed financial advisor with Edward Jones in Toledo, Ohio, with over 16 years of industry experience at the firm. She has served as a consultant for Norwex, a direct sales company, since 2016. 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 solutions through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas P

ChFC®, Series 66

Toledo, OH

Edward Jones

Nicholas Puhl Jr. is a financial advisor with Edward Jones in Toledo, OH, holding the ChFC® designation and a Series 66 license. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory role, he manages a residential rental property. 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 over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Tyler M

Series 66

Toledo, OH

Edward Jones

Tyler Mallett is a financial advisor at Edward Jones in Toledo, Ohio, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in the automotive and banking sectors, including positions at Jim White Honda and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Business ownership considerations Inheritance planning Founder/Business Owner
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