Williamsport, MD 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

10212 Governor Lane Blvd, Suite 1003 A

Williamsport MD 21795-4088

Advisors at this office

2

Advisors at this office

Brian Y

CFP®, ChFC®, Series 66

Williamsport, MD

Edward Jones

Brian Yurek is a CFP® and ChFC® financial advisor with Edward Jones in Williamsport, MD. He has 13 years of industry experience, all of which has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy General retirement planning Retired Founder/Business Owner Executive LGBTQIA

Alyssa G

Series 66

Williamsport, MD

Edward Jones

Alyssa Groves is a Series 66 credentialed financial advisor at Edward Jones in Williamsport, MD, with one year of industry experience. She has held prior roles at Truist and Etsy among other organizations, and has academic experience from the University of California Irvine. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning General estate planning guidance General retirement planning Founder/Business Owner Doctor or Medical Professional Educators, Teachers, and Academics
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