Merrill Lynch

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Canopy Roads Wealth Management is a reputable financial advisory firm located in Tallahassee, FL. With a team of experienced advisors, they specialize in providing personalized wealth management services to individuals, families, and business owners. Their mission is to help clients build and preserve wealth by offering tailored financial plans and high-quality advice. Committed to maintaining integrity and professionalism, Canopy Roads Advisors strives to establish long-term relationships with their clients and assist them in achieving their financial goals. Whether it's planning for retirement, funding higher education, or growing a business, Canopy Roads Advisors understands the diverse investment goals of their clients and works closely with them to create customized strategies. They also collaborate with other professionals, such as CPAs and attorneys, to ensure comprehensive financial solutions. With a commitment to transparency and timely communication, Canopy Roads Advisors provides attentive service through various channels, including in-person meetings, phone calls, and emails.Generated from the website

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