Tyson Smith

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Beaver Falls, PA 15010-1254

Credentials

Series 63, Series 65

Industry experience

15 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance

Work history

Edward Jones

2014 - Present (12 years)

Disclosures

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

Business activities & affiliations

Francis O

Series 66

Zelienople, PA

Fidelity

Francis O'Connor is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2016, progressing through various positions including Branch Leader, Vice President and Financial Consultant, Investment Consultant, Relationship Manager, Financial Representative, and Customer Experience Associate. Throughout his tenure, Francis has developed extensive experience in financial consulting and branch leadership. He focuses on providing clients with comprehensive financial planning, aiming to empower them with the knowledge and insights necessary to make informed financial decisions. Outside of his professional responsibilities, Francis enjoys baseball, beach activities, fitness, golf, outdoor adventures, and traveling.

Wealth management Financial Professional

Justin M

Series 66

Cranberry Township, PA

Fidelity

Justin McMahon is a Financial Consultant currently working at Fidelity Investments since 2020. He has held various roles in the financial advisory field, including positions at E*TRADE and Charles Schwab, where he progressed from the Financial Consultant Academy to Associate Financial Consultant before moving into his current role. His experience encompasses financial planning and wealth management, with a focus on partnering with individuals and families to develop comprehensive financial plans. He emphasizes understanding clients on a personal level to help them navigate the challenges of investing. Specific details regarding his education, credentials, personal interests, or community involvement were not provided.

Wealth management

Tyler B

Series 66

Zelienople, PA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k)

Brian J

Series 66

Zelienople, PA

Edward Jones

Retirement income strategy General estate planning guidance Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner

Daniel S

Series 66

Cranberry Township, PA

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Inheritance planning Retirement plans for business owners (SEP, solo 401k)

Daniel D

CFP®, Series 66

Cranberry Township, PA

Fidelity

Daniel DeCola is a Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2014, having previously served as an Investment Consultant from 2016 to 2018 and as a Financial Representative from 2014 to 2016. Prior to joining Fidelity, Daniel worked as an Operations Consultant at Bank of America from 2010 to 2014 and as a Valuations Analyst at Merrill Lynch from 2007 to 2010. Daniel's professional experience spans various aspects of financial services, including investment consulting, financial representation, and operations. He emphasizes building long-term client relationships and guiding clients through wealth accumulation and protection with comprehensive financial planning. Outside of his professional career, Daniel has personal interests in baseball, golf, outdoor adventures, parenthood, and traveling.

Wealth management
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