Perry Dressler

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Harrodsburg, KY 40330

Credentials

Series 63, Series 66

Industry experience

23 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management

Work history

Edward Jones

2002 - Present (24 years)

Disclosures

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

Business activities & affiliations

Alan B

CFP®, Series 63, Series 66

Nicholasville, KY

Fidelity

AJ Bouvin is a Financial Consultant at Fidelity Investments, a position held since 2023. In this role, AJ works with clients to evaluate their financial needs and collaborates with them to develop a roadmap aimed at progressing toward their financial goals. AJ has been with Fidelity Investments since 2020, gaining experience through various roles including Investment Consultant, Fixed Income Specialist, Investment Solutions Representative, and Customer Relationship Advocate. This progression reflects a comprehensive understanding of investment strategies and client relationship management. Outside of work, AJ engages in activities such as boating, fishing, fitness, outdoor adventures, snowboarding, and traveling.

Wealth management Passive / index investing Active portfolio management

Teresa S

Series 66

Danville, KY

Edward Jones

Charitable giving & philanthropy General estate planning guidance Retirement income strategy Wealth management

Brock J

Series 66

Danville, KY

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Founder/Business Owner

Andrew W

Series 66

Harrodsburg, KY

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner

Christopher T

Series 63, Series 66

Nicholasville, KY

Fidelity

Chris Tischner is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he leads and supports a team of financial professionals dedicated to assisting clients with complex and comprehensive financial planning. His mission centers on understanding client needs and providing focused support to his team to meet those needs effectively. Chris has extensive experience within Fidelity Investments, having served in various roles since 2004. His career progression includes positions such as Assistant Branch Leader, Financial Consultant, Investments Representative, Financial Representative, Retirement Investment Services Representative, and Customer Support Services Representative. This breadth of experience underscores his deep knowledge of financial services and client support. Outside of his professional responsibilities, Chris enjoys activities such as beach outings, boating, fishing, golf, spending time at the lake, and traveling.

General retirement planning Wealth management Financial Professional

Heidi C

CFP®, Series 66

Danville, KY

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy General estate planning guidance Women Professionals
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