Robert Correll

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Waynesboro, PA 17268-0000

Credentials

Series 66

Industry experience

8 years

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management ESG / Sustainable investing

Work history

Edward Jones

2017 - Present (9 years)

WACCO Properties, Inc.

2007 - 2017 (10 years)

Disclosures

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

David G

Series 63, Series 65

Chambersburg, PA

Merrill

David Girio is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Chambersburg, PA office. He has been with his current employer for over 16 years and has more than 26 years of experience in the financial services industry. David specializes in individual wealth planning, goal attainment, and portfolio management. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income strategies. David holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Bloomsburg University of Pennsylvania. David follows Merrill’s tradition of community involvement and is active in volunteering within the local community. Outside of his professional work, he has personal interests in fishing, golfing, and hunting. His approach is centered on working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) ESG / Sustainable investing Women's Finance Values-based investing SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Amy S

Series 66

Waynesboro, PA

Edward Jones

General estate planning guidance Wealth management General retirement planning

Lori H

Series 63, Series 66

Chambersburg, PA

Merrill

Lori Hoffeditz is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Grove-Hoffeditz Group, a Wealth Management Advisory team. The team focuses on serving high net worth, multi-generational families and retirees by assisting them in managing all aspects of their financial lives. Lori's role involves providing traditional advice and guidance, as well as recommending individual or combined investment strategies, funds, or portfolios from Merrill or approved third-party managers. Lori holds a Bachelor of Science Degree in Business Administration with a concentration in Finance from Millersville University of Pennsylvania. She began her career at Merrill in 1988 as a Client Associate and has held various roles including Resident Director's Assistant before becoming a Financial Advisor in June 2015. She is a qualified Portfolio Advisor and holds the Personal Investment Advisor (PIA) designation. Lori has also contributed to peer-to-peer training as a member of the Merrill Optimal Practice Model Client Associate Faculty Alumni Team. Residing in Chambersburg with her husband and son, Lori enjoys fitness training, OCR racing, swimming, kayaking, biking, and painting. She is involved in the Chambersburg Gridiron Club.

Wealth management Retirement income strategy General retirement planning Women Professionals

Michael M

Series 66

Chambersburg, PA

Merrill

Michael Mcguire is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial strategies to support their long-term goals. Michael works closely with clients to prioritize objectives, allocate resources, and establish an investment process tailored to their needs. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Michael combines his client-centered approach with access to Merrill Lynch’s financial resources to provide integrated support for his clients’ financial lives. Michael holds a High School Diploma from Conrad Weiser Area School District and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved with Kiwanis International and spends time volunteering in the community. Outside of work, Michael enjoys basketball, cooking, football, and golfing.

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Brian Y

CFP®, ChFC®, Series 66

Williamsport, MD

Edward Jones

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning LGBTQIA

Marissa C

CFP®, Series 63, Series 66

Waynesboro, PA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner
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