David Gradberg: Primerica-Financial Services

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

Comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Travis Bearden is a CERTIFIED FINANCIAL PLANNER professional whose mission is to work with Physicians, Business Owners, and Retirees by providing expert guidance for a lifetime of financial security. From start-up to expansion, from public to private, building passive income that lasts, Travis works with clients to identify their financial security needs and then focuses on solutions that are transparently meaningful and doable. His joy is to partner with families to help them be good stewards.