Wellington, FL Forest Hill Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,085 advisors across 14,170 offices

Location

9316 Forest Hill Blvd

Wellington FL 33411-6577

Advisors at this office

2

Advisors at this office

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Timothy F

Series 63, Series 66

Wellington, FL

Edward Jones

Timothy Fry is a financial advisor with Edward Jones in Wellington, FL, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he operates a lawn service business. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of advisors and branch offices.

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

Douglas M

CFP®, ChFC®, Series 66

Wellington, FL

Edward Jones

Douglas Marcello is a financial advisor with Edward Jones in Wellington, FL, holding CFP®, ChFC®, and Series 66 designations and having 12 years of industry experience. He worked at Edward Jones from 2014 to 2024 before spending two years at Core Wealth Management, Inc., returning to Edward Jones in 2026. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Retirement withdrawal strategies Founder/Business Owner
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