Vanessa Conwell

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Locust Grove, GA

Credentials

Series 66

Industry experience

16 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Multi-generational wealth transfer General estate planning guidance

Demographic focus

Intergenerational Families

Work history

Edward Jones

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

Brian S

CFP®, ChFC®, RICP®

Mcdonough, GA

Prosperitage Wealth

After a decade of working for multiple Fortune 100 companies in the financial services industry, I decided to take my talents to South Beach. Okay, technically just south of Atlanta. While guiding families and business owners through the intricate world of finance was gratifying, I recognized that the impact of my work shouldn't be confined to those who met certain investment minimums. I didn't want to be limited by the products my firm offered, or worse, the act of selling itself. As I embarked on starting my own firm, I had a crystal-clear vision in mind: no more sales pitches, no more commissions, and no more corporate jargon. I aimed to sit on the same side of the table as my clients, providing them with the fiduciary standard I'd want for my own grandmother. I was determined to end the era where my own cousins and fraternity brothers were deemed unfit clients simply because they didn't have a quarter of a million dollars to invest. I was weary of contributing to the cycle of the rich getting richer while others struggled to find their way. For far too long, individuals who resemble me have been systematically denied access to the tools and resources necessary for building wealth. Although I believed I was fighting for the greater good, I realized I had unwittingly become part of the problem. So, now, I'm taking action to be the change I want to see. I invite you to join me on this transformative journey.

African Americans/Black Minorities Gen Y/Millennials (Born 1980-1995)

David D

Series 63, Series 66

Mcdonough, GA

Edward Jones

Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Retirement income strategy Founder/Business Owner

Jonathan S

CFP®, Series 66

Griffin, GA

Edward Jones

Business exit / sale strategy Retirement income strategy Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner

Danny K

Series 63, Series 65

Griffin, GA

Merrill

Danny Kamal is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2009 following the firm's acquisition and has over 20 years of experience in the financial services industry. Danny and his team offer comprehensive wealth management services primarily to high-net-worth individuals, corporate executives, and business owners, focusing on integrating corporate benefit programs such as equity compensation and various retirement plans into long-term financial strategies. His practice emphasizes clients in the aviation and oil industries. Danny holds a Bachelor's degree from Bowling Green State University and has earned several professional credentials, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He manages discretionary investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party solutions. Residing in Fayetteville, Georgia, Danny and his wife Holly have seven children. They volunteer with several charitable organizations, including Angel Flight. Danny is affiliated with Delta Airlines.

Wealth management Startup equity planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)

Paul R

CFP®, ChFC®, Series 63, Series 66

Stockbridge, GA

Edward Jones

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

Matthew R

Series 66

Stockbridge, GA

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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