Edward Jones - Financial Advisor: Brian Magner

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

FineMark National Bank & Trust is your trusted choice when it comes to a long-term banking and private wealth management company. Our concierge bank always strives to provide white glove customer service and our friendly and attentive staff is with you every step of the way during your financial management journey. FineMark Bank uses a concierge banking style approach, and our goal is to become a trusted partner to all of our clients no matter where they are in their wealth management journey. From trusts to investments, we offer services to ensure that we can broadly support our clients. Call our bank today to get started on your long-term wealth management journey with FineMark National Bank & Trust.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Daniel Island, SC area, Alexis Tucker will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.