Wellington, FL 2767 S State Road 7 Office

Bernardo Arcos is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked for Brother International for 15 years. He is a voting member and Treasurer on the School Advisory Council at Emerald Cove Middle School in Wellington, FL. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Thomas Souza is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has worked at Edward Jones since 2022 and held prior roles at 319 Insight Inc. and Personalized Experts. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Waldman is a financial advisor with Edward Jones in Wellington, FL, holding Series 63, Series 65, and Series 66 licenses and having nine years of industry experience. His prior roles include positions at Insperity and BFS Capital, as well as consulting work at Cantey Tech Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies, including tax-efficient services and separately managed accounts.