Waxahachie, TX W. Marvin Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

109 W. Marvin

Waxahachie TX 75165

Advisors at this office

3

Advisors at this office

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Matthew W

Series 66

Waxahachie, TX

Edward Jones

Matthew West is a financial advisor at Edward Jones in Waxahachie, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in the education sector at Midlothian ISD and Mansfield ISD for a combined total of ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of roughly 23,701 financial advisors.

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

Evan E

Series 63, Series 66

Waxahachie, TX

Edward Jones

Evan Esselman is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

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

Paul B

Series 63, Series 66

Waxahachie, TX

Edward Jones

Paul Box is a financial advisor with Edward Jones in Waxahachie, TX, holding Series 63 and Series 66 credentials and over 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Box serves as treasurer for Grace Community Church and has authored written works. 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 and offers a broad range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charitable giving & philanthropy Business ownership considerations Wealth management General estate planning guidance Founder/Business Owner
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