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Edward Jones Welcomes Experienced Financial Advisor
$97M Financial Advisor Bill Burgess Joins to Build Practice and Preserve Legacy
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Edward Jones is pleased to welcome experienced Financial Advisor Bill Burgess, who will continue working with clients in the Beckley, WV area.
Burgess joins from Wells Fargo, where he managed $97 million in client assets. He brings over 40 years of experience helping clients plan for their financial futures. Edward Jones’ commitment to guiding financial advisors at every stage of their careers drew him to the firm.
“I am grateful to have found a partner in Edward Jones who can support my current priorities and future plans simultaneously.”
Bill Burgess, Financial Advisor
“I am grateful to have found a partner in Edward Jones who can support my current priorities and future plans simultaneously,” said Burgess. “The firm’s products and solutions will allow me to ensure my clients are prepared for the now, near and future, while also providing me with the resources to build my practice and preserve my legacy.”
Burgess will benefit from Edward Jones’ comprehensive resources and options, ensuring his clients receive the most current and extensive guidance.
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
$135 Million Financial Advisor Returns to a Transformed Edward Jones
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Edward Jones is pleased to welcome back experienced Financial Advisor Orrin “Jason” Nordstrom to the firm, working with clients in the Westerville, OH area.
Nordstrom rejoins Edward Jones from J.P. Morgan, where he managed $135 million in client assets. He brings over 17 years of experience in providing clients with individualized wealth management strategies.
Nordstrom was drawn back to Edward Jones by the firm’s recently expanded product options, expanded technology and new options for branch office structures.
“I considered this move for years and knew this was the right time to return.”
Jason Nordstrom, Financial Advisor
“Coming back to Edward Jones feels like returning home,” said Nordstrom. “My priority is always to give my clients the best experience I can, and I know they’ll benefit from the positive transformation the firm has undergone. Truthfully, I considered this move for years and knew this was the right time to return to the firm that offers so much.”
Edward Jones is investing in financial advisors, like Nordstrom, to ensure they are well-equipped with tools and resources to help clients achieve their financial goals now and into the future.
Nordstrom will benefit from the firm’s comprehensive tools and resources, empowering him to serve his clients more deeply. He 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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Edward Jones Welcomes Experienced Financial Advisor
$200M Financial Advisor Robert Hammond Joins for Comprehensive Products and Services
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Edward Jones is pleased to welcome experienced Financial Advisor Rob Hammond, who will continue working with clients in the Benton, IL area.
Hammond joins from U.S. Bancorp Investments where he managed $200 million in client assets. He brings 30 years of experience helping clients plan for their financial futures.
Hammond was drawn to the firm because of the collaborative culture and family ties. Hammond’s son, Bryson Hammond, has served as an Edward Jones financial advisor for more than 12 years in nearby Metropolis, IL.
“I knew that it would be the right place to continue my career and preserve my family legacy.”
Robert Hammond, Financial Advisor
“I heard about the comprehensiveness of Edward Jones’ products and services through my son, and I knew that it would be the right place to continue my career and preserve my family legacy,” said Hammond. “Like they’ve done for my son, the firm will provide me with the support I need to more completely serve my clients based on their unique needs and preferences.”
Hammond will ensure his clients receive the most current and extensive guidance, pairing his experience with Edward Jones’ comprehensive resources and tools.
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
$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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Edward Jones Welcomes Experienced Financial Advisor
$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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Edward Jones Welcomes Experienced Financial Advisor
$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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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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