Melissa Stewart

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Cedar Hill, TX

Credentials

Series 66

Industry experience

15 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Charitable giving & philanthropy Retirement income strategy Inheritance planning Wealth management ESG / Sustainable investing

Work history

Edward Jones

2011 - Present (15 years)

Disclosures

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

Business activities & affiliations

Cody S

Series 66

Arlington, TX

Fidelity

Cody Stratton is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He previously worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and held roles as Workplace Planning Consultant I and II at the same company in 2021 and 2022 respectively. In his role, Cody works collaboratively with clients to develop financial plans tailored to their individual needs and family circumstances. He focuses on helping clients improve their financial health through wealth planning and investment strategies that align with their current and future goals. Cody holds insurance licenses in Arkansas and California. Outside of work, he has personal interests that include beach activities, concerts, fitness, golf, soccer, and traveling.

Wealth management

Toby B

Series 66

Duncanville, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Equity Recipients (RS/RSU, SOP, ESPP) General retirement planning Early retirement planning Educators, Teachers, and Academics

Robert K

Series 63, Series 66

Midlothian, TX

Fidelity

Ryan Knight is a Planning Consultant at Fidelity Investments, where he has worked since 2020. He brings to his role a combination of military discipline and financial expertise, drawing on 10 years of service in the U.S. Navy and 5 years of experience at Fidelity. Ryan focuses on guiding clients toward retirement and helping them align their investments with their life goals. He holds insurance licenses in Arkansas and California, supporting his ability to serve clients across multiple states. Outside of his professional work, Ryan is a father of two and engages in outdoor activities such as hiking, running, scuba diving, and other adventures.

General retirement planning Retirement income strategy Income planning Wealth management Military & Veterans Parents

Alex P

Series 66

Pantego, TX

Edward Jones

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance Founder/Business Owner

Alan R

Series 66

Midlothian, TX

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Financial Professional

Lashundra S

Series 66

Arlington, TX

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Executive
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