Winter Haven, FL W Central Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$994,369,379,669
ClientsTotal clients
4,030,222
AdvisorsAdvisors at this office
4
Of 24,095 advisors across 14,150 offices
Location
331 W Central Ave Suite 200
Winter Haven FL 33880
Advisors at this office
4
Advisors at this office
Melissa K
Series 66
Winter Haven, FL
Edward Jones
Melissa Kincaid is a financial advisor at Edward Jones in Winter Haven, FL, holding a Series 66 designation with four years of industry experience. Her prior work includes roles at The Mortgage Firm, Principal Financial, and Florida Blue - Blue Cross Blue Shield. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of more than 23,700 advisors and 15,000 branch offices nationwide.
James F
Series 63, Series 66
Winter Haven, FL
Edward Jones
James Faubert is a financial advisor at Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Matthew F
Series 66, Series 63
Winter Haven, FL
Edward Jones
Matthew Faubert is a financial advisor with Edward Jones in Winter Haven, FL, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. Prior to joining Edward Jones in 2025, he worked at Franklin Templeton for 13 years and Design Pro for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.
Lillian D
Series 66
Winter Haven, FL
Edward Jones
Lillian Danis Soto is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Geico for ten years before joining Edward Jones. 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 programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")