Eric Rickey

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Mobile, AL 36608

Credentials

Series 66

Industry experience

15 years

Expertise

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

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2010 - Present (16 years)

Disclosures

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

Karen S

Series 66

Mobile, AL

Edward Jones

Retirement income strategy General retirement planning

Robyn R

Series 66

Mobile, AL

Merrill

Robyn Roberts is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their personal financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Robyn provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, she facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Robyn holds the Personal Investment Advisor (PIA) designation and completed her high school education at Pascagoula High School. Her approach centers on uncovering what matters most to clients and their families in order to create tailored financial strategies. She maintains ongoing communication with clients to address evolving needs and concerns.

General retirement planning Wealth management Income planning

Jessica W

Series 66

Mobile, AL

Edward Jones

General estate planning guidance Wealth management General retirement planning ESG / Sustainable investing

Cheryl M

Series 63

Mobile, AL

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner

W Garner J

Series 66

Mobile, AL

Merrill

W Garner Jeffery is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1998, bringing over 24 years of experience in wealth management. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. Garner earned a Bachelor of Science degree in Commerce and Business Administration with distinction from the University of Alabama. He holds the Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) professional designations. Active in his community, Garner serves as a Governing Board Member of Goodwill Easter Seals of the Gulf Coast and participates in youth sports activities. He and his wife, Virginia, are lifelong residents of Mobile, where they raise their five children. Garner’s personal interests include fishing, football, golfing, hunting, running, and running marathons.

Wealth management General retirement planning General estate planning guidance Multi-generational wealth transfer Charitable giving & philanthropy Parents Intergenerational Families

Lane E

Series 66

Mobile, AL

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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