Randy O'Neal, AGT - Edward Jones

Wealthspire Advisors, founded in 1995 and based in Salisbury, MD, is a wealth advising firm dedicated to helping individuals, families, and organizations optimize their financial lives. With a team of 370 professionals and $294 billion in assets under management, they offer a comprehensive range of services including financial planning, investment strategies, and estate planning. The firm emphasizes a personalized client experience, ensuring that each relationship is built on a thorough understanding of clients' goals and aspirations. Wealthspire Advisors also supports its advisors with an internal team of experts focused on identifying the best investment solutions tailored to each client's unique needs. 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