Jeffery Ritchey

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Deland, FL 32724

Credentials

CFP®, Series 63, Series 65

Industry experience

25 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General retirement planning

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families

Work history

Edward Jones

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew F

Series 66

Port Orange, FL

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning

Cheri L

Series 66

Port Orange, FL

Edward Jones

Retirement income strategy General retirement planning Founder/Business Owner Educators, Teachers, and Academics

Scott A

Series 63, Series 65

Port Orange, FL

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance

Kyle M

Series 66

Deland, FL

Fidelity

Kyle McLaughlin is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on educating clients about various financial topics and providing tools and resources to help them make informed decisions. Kyle collaborates with clients to understand their short- and long-term goals and co-creates financial plans that implement various investment strategies. Kyle has been with Fidelity Investments since 2021, progressing through roles including Workplace Planning Consultant and Investment Consultant before becoming a Financial Consultant in 2025. Prior to joining Fidelity, he gained experience as an Account Manager at American Portfolios from 2019 to 2021 and at MassMutual from 2017 to 2019. Outside of his professional work, Kyle's personal interests include beach activities, boating, fishing, fitness, football, and golf.

Wealth management Active portfolio management

Sean T

CFP®, Series 66

Deland, FL

Edward Jones

Charitable giving & philanthropy Liquidity event planning Business ownership considerations Retirement income strategy Founder/Business Owner

Bella K

Series 63, Series 65

Port Orange, FL

Merrill

Bella Khamitsaeva is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Bella's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Daytona State College.

General retirement planning Wealth management Cash flow / budgeting
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