Edward Jones - Financial Advisor: Mark Woodburn

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.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Launched in 1984 and providing customized financial planning and investment solutions ever since, Kayne Anderson Rudnick’s wealth management team’s commitment to high-quality investments that has remained at the core of our approach since our firm was first founded by Richard Kayne, John Anderson, and Allan Rudnick. When one considers our portfolio history and our 97% client retention rate, it should be no surprise that we’ve consistently been ranked among the best wealth management firms by Barron’s Magazine. In the KAR Scottsdale wealth management team, you’ll find a partner you can trust to achieve your goals, giving you the peace of mind you need to enjoy what matters most: living a happy, meaningful, healthy life with those you love.