John Hall

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Huntington, WV 25701

Credentials

Series 63, Series 65

Industry experience

30 years

Expertise

Divorce financial planning Business ownership considerations Business succession planning Retirement income strategy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner

Demographic focus

Intergenerational Families Divorced

Work history

Edward Jones

2003 - Present (23 years)

Disclosures

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

Daniel W

Series 63

Huntington, WV

Merrill

Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Wealth management

Dane L

Series 66

Huntington, WV

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Doctor or Medical Professional

Leanna C

Series 66

Huntington, WV

Merrill

Leanna Canup is a Senior Financial Advisor with Merrill Lynch Wealth Management. She provides investment planning, risk management, and holistic wealth management services for individuals, families, and business owners. Leanna's approach involves building long-term relationships and guiding clients through various stages of wealth planning to support their financial goals and dreams. Born and raised in Danielsville, Georgia, Leanna earned a high school diploma from Madison County High School and majored in finance at the University of Georgia. She began her career as a personal banker at Bank of America's UGA campus center before joining Merrill's Huntington office in 2016. Since 2018, she has been a financial advisor with the Stamm/Canup Team. She holds the Personal Investment Advisor (PIA) designation. Leanna is actively involved in the Huntington community, participating in organizations such as Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. She serves on the boards of the Boys' & Girls' Club of Huntington, the Huntington Museum of Art, and the Huntington Symphony Orchestra. Additionally, she owns The Local, a vintage shop located in the Village Renew-All Antique Mall in Huntington's historic Old Central City. In her spare time, she enjoys visiting the Huntington Museum of Art, spending time with friends, and working at her farm, Bre'er Cliff.

Wealth management College savings (529s, UTMA, etc.) Business ownership considerations

Hannah S

Series 66

Barboursville, WV

Edward Jones

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

Christopher B

ChFC®, Series 66

Huntington, WV

Edward Jones

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

Ann S

Series 66

Huntington, WV

Merrill

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

College savings (529s, UTMA, etc.) General retirement planning Medicare planning Wealth management
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