Sarah Eldridge
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Minden, NV 89423
Credentials
Series 63, Series 66
Industry experience
10 years
Expertise
Retirement income strategy
General retirement planning
Business exit / sale strategy
Business succession planning
Multi-generational wealth transfer
Work history
Edward Jones
2021 - Present (5 years)
WELLS FARGO Advisors, LLC
2015 - 2016 (1 year)
Wells Fargo Bank, nA
2009 - 2021 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Stuart S
ChFC®, Series 66
Minden, NV
Edward Jones
Dayna P
Series 66
South Lake Tahoe, CA
Merrill
Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.
Michael N
ChFC®, Series 66
Gardnerville, NV
Edward Jones
Michael H
Series 63, Series 65, Series 66
Carson City, NV
Edward Jones
Kendra W
ChFC®, Series 66
Carson City, NV
Edward Jones
Ryan S
Series 66
Minden, NV
Edward Jones
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