Roger McCoy - Raymond James

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

Located in Kansas City, MO, Edward Jones stands as a prominent financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their services revolve around offering personalized guidance, with a focus on tailored solutions spanning investment management, retirement and estate planning, and education savings initiatives. The firm prides itself on a wide-reaching network of dedicated financial advisors, ensuring that clients nationwide receive the necessary support and advice to navigate life's financial intricacies. At Edward Jones, the emphasis lies in fostering strong relationships between advisors and clients, with a commitment to providing consultations and ongoing assistance to help individuals prepare for the various stages of life. Their approach centers on individualized care, eschewing generic, transactional interactions in favor of crafting customized strategies that cater to the unique needs of each investor. Through this thoughtful planning process, Edward Jones makes financial security and success accessible to a diverse range of clients, embodying a dedication to personalized service that sets them apart in the financial services industry. Generated using this brand's available information

Established in 1937, Waddell & Reed Inc. is one of the oldest mutual fund companies in the United States. Based in Independence, Mo., it provides assistance in mutual funds, retirement plans, educational funding, managed accounts, insurance, financial/cash management and other investments. The company distributes investment products through its Waddell & Reed Advisors channel, Wholesale channels and Institutional distribution segment. The company offers asset management and financial planning services through its subsidiary firm Waddell & Reed Investment Management Company. Additionally, its underwriting and distribution business operates through three brokers/dealers, such as Waddell & Reed Inc., Ivy Funds Distributor Inc. and Legend Equities Corporation.