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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jared Dahline (CRD# 6443753) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 8 years of experience in the finance industry.
Matthew Hansen (CRD# 5292258) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Queen Creek, AZ and has over 9 years of experience in the finance industry.
Jeremy Holmes (CRD# 4765640) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 19 years of experience in the finance industry.
Richard Lynch (CRD# 1094806) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Queen Creek, AZ and has over 31 years of experience in the finance industry.
Kathy Melvin (CRD# 4134466) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 14 years of experience in the finance industry.
Jerry Mills (CRD# 6019612) is an Investment Advisor Representative working at B2b Cfo Investment Company, LLC in Queen Creek, AZ and has over 12 years of experience in the finance industry.
Samuel Mills (CRD# 5614645) is an Investment Advisor Representative working at Edward Jones in Queen Creek, AZ and has over 15 years of experience in the finance industry.
Jeffrey Mitchel (CRD# 5346925) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Queen Creek, AZ and has over 16 years of experience in the finance industry.
Bill Monaccio (CRD# 6262986) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Queen Creek, AZ and has over 10 years of experience in the finance industry.
William Newman (CRD# 5730023) is an Investment Advisor Representative working at Newman's Financial Planning in Queen Creek, AZ and has 7 years of experience in the finance industry.
We are dedicated to providing investment management and strategic wealth planning to all of our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.