Edward Jones - Vidal Velez | Financial Advisor


Financial Services & Investment

About Us

I provide wealth strategy services to a discerning group of individuals, families, and businesses, including tech leaders, medical professionals, and those who have recently received substantial wealth. My approach is characterized by patience, empathy, and a deep commitment to building enduring professional relationships. My clients appreciate my responsiveness and willingness to go above and beyond.

On any given day you, will find me developing and refining financial strategies to help optimize cash flow, manage risk, and minimize tax exposure. I help evaluate, design, implement, and review client portfolios, consolidating assets and optimizing wealth transfers across generations. As a Chartered Retirement Planning Counselor™ Practitioner, I am well-versed in key areas such as investments, insurance, retirement, and estate considerations.

I prioritize tax efficiency in all portfolio construction and work collaboratively with clients to use charitable giving strategies to safeguard their wealth. I am keenly aware that family wealth is often concentrated in a single stock, inherited, or earned during a successful business career. Therefore, I offer a range of strategies to hedge, monetize, diversify, or transfer the position while managing the tax implications, in partnership with a tax professional.

In addition, I educate and guide sudden wealth recipients on assets acquired through the sale of a business, lottery, divorce, or a legal settlement. I provide financial strategies designed to maximize impact and mitigate tax liability.

Rep/Contact Info

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Vidal Velez, CRPC™
Financial Advisor