Notable Financial Advisor Hire:
Edward Jones Welcomes Experienced Financial Advisor
$107M Financial Advisor Chad Hansen Returns to Edward Jones for Flexibility and Choice
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Edward Jones is pleased to welcome back experienced Financial Advisor Chad Hansen to the firm. With more than 18 years of experience in financial services, Hansen will continue to serve clients with comprehensive planning and advice in the Waukee, Iowa area.
Hansen, who previously managed $107 million in client assets, looks forward to rejoining the firm and using Edward Jones’ multitude of tools and support to provide tailored advice to clients while continuing to develop deep personal relationships.
“Returning to the firm where I started my career feels like a terrific full circle moment,” said Hansen. “The wealth of tools and technology, an expanded set of products and solutions for to meet clients’ needs and the flexibility and choice in how I run my practice drew me back. With these resources, I’ll have more time each day doing what I do best – spending time with clients and helping them reach their financial goals – which has always been my priority.”
“I’ll have more time each day doing what I do best – spending time with clients and helping them reach their financial goals – which has always been my priority.”
Chad Hansen, Financial Advisor
Hansen rejoins Edward Jones from Wells Fargo where he spent five years.
Hansen will be joined by branch office administrator Lori Strum and supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Edward Jones Welcomes Experienced Financial Advisor
$130M Financial Advisor Tom Kimmett Returns for Edward Jones’ Culture
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Edward Jones is pleased to welcome back experienced Financial Advisor Thomas Kimmett to the firm. With more than 15 years of experience in financial services, Kimmett will continue to serve clients with comprehensive planning and advice in the Mechanicsburg, Pennsylvania area.
Kimmett, who previously managed $130 million in client assets, looks forward to rejoining the firm and using Edward Jones’ innovative tools and processes to deliver deep personal relationships and all-encompassing support to clients. Tom’s background as an attorney and CPA gives him a unique prospective and insight in providing holistic financial planning to his clients and families that he serves.
“I was lucky to start my career at Edward Jones, and its culture and solutions brought me back.”
Tom Kimmett, Financial Advisor
“With this move, I hope to make this my permanent home,” said Kimmett. “I was lucky to start my career at Edward Jones, and its culture and solutions brought me back. The firm will allow me to continue supporting clients in the Mechanicsburg area with a multitude of new tools at my disposal to make a real impact.”
Previously, Kimmett worked at Wells Fargo for five years, where he concentrated on all aspects of comprehensive advice and wealth planning, including retirement analysis and planning, portfolio management, Social Security, Medicare, estate and legacy planning, and long-term care and life insurance.
Kimmett will be supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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$107M Financial Advisor Amber Knips Joins Edward Jones Seeking Autonomy
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Edward Jones is pleased to welcome experienced Financial Advisor Amber Knips to the firm, working with clients in the Fairmont, Jackson and Worthington, Minnesota areas.
Knips, who previously managed more than $107 million in client assets, brings over 11 years of experience as a financial advisor helping individuals, families and business owners with their evolving financial priorities, especially during periods of transition.
“I look forward to leveraging the world-class technology, tools, products and resources available to more deeply serve my clients.”
Amber Knips, Financial Advisor
“Joining Edward Jones presents an incredible opportunity to build my practice with autonomy, choice and flexibility at a firm with a demonstrated history of supporting financial advisor professionals and the clients they serve,” said Knips. “I look forward to leveraging the world-class technology, tools, products and resources available to more deeply serve my clients.”
Knips joins from Sweet Financial Partners.
At Edward Jones, Knips will benefit from the firm’s vast resources, including thousands of experts at the firm’s headquarters, support from tenured experienced financial advisors in her region and a branch office administrator.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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$210M Financial Advisor Brandon Whaley Picks Edward Jones for Client Focus
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Edward Jones is pleased to welcome experienced Financial Advisor Brandon Whaley to the firm, working with clients in the Jacksonville, FL area.
Whaley joins from Merrill Lynch, where he managed $210 million in client assets. He brings over 11 years of experience helping individuals and their families across a wide range of wealth, tailoring advise strategies to their specific needs.
“Edward Jones’ unrelenting focus on its clients perfectly aligns with the commitment I provide to the individuals and families I serve.”
Brandon Whaley, Financial Advisor
“Edward Jones’ unrelenting focus on its clients perfectly aligns with the commitment I provide to the individuals and families I serve in the greater Jacksonville area,” said Whaley. “I am excited to join the firm and look forward to leveraging its support to continue providing comprehensive advice and guidance and an even greater client experience.”
Whaley will benefit from Edward Jones’ comprehensive resources and options, empowering him to serve his clients more completely, develop and expand his client relationships and grow his practice.
“Edward Jones give me greater autonomy, flexibility and choice in how I serve clients,” Whaley said.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Edward Jones Welcomes Experienced Financial Advisor
$250M Financial Advisor Dan Dwyer Joins; Drawn to Culture and Flexibility
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Edward Jones is pleased to welcome experienced Financial Advisor Dan Dwyer to the firm. With more than 39 years of experience in the financial industry, Dwyer will continue to serve clients with comprehensive planning and advice in the Northern California area.
Dwyer, who previously managed more than $250 million in client assets, looks forward to utilizing Edward Jones’ innovative tools and processes to deliver deep personal relationships and comprehensive planning and advice to clients.
“Edward Jones’ culture and innovative resources truly stood out to me, especially when it comes to the flexibility offered to its financial advisors,” said Dwyer. “From the minute I interacted with everyone at the home office during a due diligence visit, the culture felt different, in a really good way. In addition, the firm’s commitment to innovation and focus on best-in-class solutions will give me the capabilities to continue supporting clients in the Northern California area.”
“From the minute I interacted with everyone at the home office during a due diligence visit, the culture felt different, in a really good way.”
Dan Dwyer, Financial Advisor
Edward Jones provides financial advisors with the support, resources and tools needed to successfully navigate market challenges and grow a practice that puts clients first.
Previously, Dwyer worked at First Republic Bank for five years and JP Morgan Chase for one year, where he specialized in wealth management.
Dwyer will be joined by Registered Branch Associate Erin McPhee and supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Edward Jones Welcomes Experienced Financial Advisor
$300M Financial Advisor Kamar Plunkett Joins Seeking Collaborative Culture
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Edward Jones is pleased to welcome experienced Financial Advisor Kamar Plunkett to the firm. With over 14 years of industry experience providing wealth management and retirement planning strategies, Plunkett will continue to serve as a trusted resource for clients in New York City.
Plunkett, who previously managed more than $300 million in client assets, looks forward to utilizing Edward Jones’ innovative tools and processes to deliver deep personal relationships and comprehensive planning and advice to clients.
“Edward Jones’ unified culture and commitment to collaboration drew me to the firm,” said Plunkett. “I’m confident that by working together with fellow financial advisors and associates, and leveraging the firm’s resources, I can help clients achieve financially what is most important to them.”
“Edward Jones’ unified culture and commitment to collaboration drew me to the firm.”
Kamar Plunkett, Financial Advisor
Plunkett’s focus will be on providing tailored financial strategies based on his clients’ goals, including investment management and planning for different stages of life. His efforts will be complemented by Edward Jones’ purpose to partner for positive impact, to improve the lives of our clients and colleagues, and together, improve our communities and society.
“Edward Jones is committed to providing its clients with the highest quality financial services and advice, which is why I knew this would be a great fit,” said Plunkett.
Previously, Plunkett worked at Fidelity for over four years where he specialized in asset management.
Plunkett will be joined by branch office administrator, Lori Sullivan and supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Edward Jones Welcomes Experienced Financial Advisor
Karl Schwartz Departs $3B team to Join Edward Jones for Practice Model and Holistic Support
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Edward Jones is pleased to welcome experienced Financial Advisor Karl Schwartz. With more than 27 years of experience in financial services, Schwartz will continue to serve clients with comprehensive planning and advice in the Bloomfield, MI area.
Schwartz, who previously was part of a team managing more than $3 billion in client assets including high-net-worth individuals, looks forward to joining the firm and being a part of Edward Jones’ culture of support, flexibility and choice that will allow him to continue building meaningful relationships with clients.
“What drew me to Edward Jones was its practice model and commitment to supporting its financial advisors holistically.”
Karl Schwartz, Financial Advisor
“What drew me to Edward Jones was its practice model and commitment to supporting its financial advisors holistically,” said Schwartz. “The flexibility, autonomy and choice the firm offers as part of its integrated, signature experience gives me the opportunity to continue providing my clients the individualized attention they deserve.”
Schwartz joins Edward Jones from Merrill Lynch where he spent two years, focusing in investment management, asset allocation and retirement planning strategies.
Schwartz will be joined by branch office administrator Heather Neph and supported by Edward Jones’ home office professionals and technology.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Edward Jones Welcomes Experienced Financial Advisor
$300M Financial Advisor Julie Wise Returns with a Passion for Improving Lives
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Edward Jones is pleased to welcome the return of Financial Advisor Julie Wise to the firm. With more than 11 years of experience in the financial industry, three being from her past role at Edward Jones, Wise will continue to serve clients with comprehensive planning and advice in Winchester, Virginia.
Wise, who previously was on a team that managed more than $300 million in client assets, will utilize Edward Jones’ digital initiatives and virtual business enablement tools to help support clients.
“Edward Jones’ continued dedication to improving the lives of its clients is something I’m very passionate about.”
Julie Wise, Financial Advisor
“Edward Jones is where I found a real passion for the investment and financial services industry more than a decade ago,” said Wise. “I’m impressed with the firm’s robust tools and resources, and, as always, Edward Jones’ continued dedication to improving the lives of its clients – something I’m very passionate about. I’m excited to come back ‘home’ to Edward Jones where it all began.”
Wise’s focus will be on delivering comprehensive financial strategies to clients by developing strategies to help them achieve their goals. Her efforts will be complemented by Edward Jones’ commitment to technology and innovation, as well as the firm’s focus on providing financial advisors cutting-edge resources that enable financial advisors’ greater flexibility and growth opportunity.
Previously, Wise served as a Financial Advisor at Wells Fargo Advisors for more than eight years. Prior to that, she began her career in financial services as a Branch Office Administrator at Edward Jones after spending more than 20 years in the real estate and mortgage industries.
Wise will be joined by Branch Office Administrators Karis Holnagel Frey and Denise Orsino, who together have spent more than 14 years with the firm. Additionally, Edward Jones has thousands of people and advanced technology supporting Wise’s efforts.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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$167M Financial Advisor Jon Murdock Returns for to Focus on Retirement Planning
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Edward Jones is pleased to welcome Financial Advisor Jon Murdock, who is rejoining the firm. With nearly a decade of industry experience, Murdock, who began his career as a Financial Advisor at Edward Jones in 2015, will focus on providing comprehensive retirement plan services for small and mid-sized companies in the Seattle area.
Murdock, who previously managed more than $167 million in client assets, will utilize Edward Jones’ resources to deeply serve the needs of individuals and business owners to help them focus on their long-term financial goals. He will access the firm’s technology infrastructure, digital initiatives and virtual business enablement tools to help support his clients’ retirement needs.
“Edward Jones has expansive tools and resources available that will enable me to help plan sponsors and company employees work toward their retirement goals.”
Jon Murdock, Financial Advisor
“I’m thrilled to be returning to Edward Jones,” said Murdock. “With my focus on retirement plans, I am excited to continue my work with businesses. Edward Jones has expansive tools and resources available that will enable me to help plan sponsors and company employees work toward their retirement goals.”
Murdock’s focus will be on delivering comprehensive financial strategies and retirement planning to small and mid-sized businesses. His efforts will be complemented by Edward Jones’ dedication to enhancing its long-term growth objectives and commitment to serve clients more completely through deep personal relationships and comprehensive advice and guidance.
Previously, Murdock served as Director of Retirement Plan Services at Hohimer Wealth Management. Prior to that, he was a Financial Advisor at Edward Jones for over seven years, advising clients on retirement solutions. Murdock retired from the United States Navy after 20 years of service. He is an Operation Desert Storm and Operation Enduring Freedom/Operation Iraqi Freedom veteran. Murdock also holds a position at the Navy League of the United States, serving as the Vice President of the Tacoma Council for the past decade. Murdock received an MBA from the University of Phoenix, a Master of Arts in Education from Argosy University, and a Bachelor of Science degree from Excelsior University. He also holds his Accredited Asset Management Specialist™ (AAMS™), Chartered Retirement Planning Counselor™ (CRPC™) and Chartered Retirement Plans Specialist™ (CRPS™) certifications.
Murdock will be joined by branch office administrator, Teresa Otto and branch support assistant, Kella Cragar. Additionally, Edward Jones has thousands of people and advanced technology supporting his efforts.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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Edward Jones Welcomes Experienced Financial Advisor
$289M Financial Advisor Andrew Furste Joins Seeking Top-Notch Resources to Serve Clients
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Edward Jones is pleased to welcome experienced Financial Advisor Andrew Furste to the firm. With over 15 years of industry experience gained from providing estate, wealth management and retirement planning strategies to families, Furste has become a trusted resource for clients in Albuquerque.
Furste, who previously managed more than $289 million in client assets, looks forward to utilizing Edward Jones’ technology capabilities and home office support to provide financial solutions to his clients.
“Edward Jones stood out because of its focus on partnering with financial advisors to provide top-notch resources to serve our clients more completely,” said Furste. “From their digital initiatives to virtual business enablement tools, I’m excited for the access I’ll have to the tools that will strengthen my practice and ability to serve clients.”
“Edward Jones stood out because of its focus on partnering with financial advisors to provide top-notch resources to serve our clients more completely.”
Andrew Furste, Financial Advisor
Furste’s focus will be on delivering comprehensive financial strategies to clients and addressing how his clients can plan for their various goals and different life stages. His efforts will be complemented by Edward Jones’ purpose to help improve the lives of its clients, colleagues and communities.
Previously, Furste worked at Charles Schwab for nearly 14 years where he advised clients on a broad range of financial topics. Before joining the financial services industry, he served in the U.S. military. He received a bachelor’s degree from Purdue University.
Andrew will be joined by branch office administrator, Judy Bruner. Additionally, Edward Jones has thousands of people and advanced technology supporting Furste’s efforts.
If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.
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