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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
As a Portfolio Manager, Brian is responsible for analyzing, structuring, implementing, and monitoring investment strategies for client accounts. As a member of the relationship team, he works to develop and coordinate investment solutions for clients based on their values, goals, and risk parameters.Brian has over two decades of experience in finance, including investment research, portfolio construction, relationship management, and assessing and implementing a variety of investment solutions for clients. He graduated from Boston University with a B.A. in Political Science and received his MBA from Wake Forest University.
Jenna Mackay brings over 25 years of experience in the financial services industry, with over a decade of experience in wealth advisement. She currently serves members through Towne Trust Company. She specializes in trust services, investment management, estate planning, retirement strategies, and risk mitigation. Collaborating with a team of highly experienced professionals, Jenna delivers tailored solutions designed to maximize member engagement and provide comprehensive wealth management strategies. She earned her Bachelor of Arts from Christopher Newport University, holds multiple investment and insurance licenses, and has achieved the Accredited Asset Management Specialist (AAMS) designation through The College of Financial Planning.
Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.
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Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an appointment today.
