Edward Jones Welcomes Experienced Financial Advisor

Edward Jones is pleased to welcome experienced Financial Advisor Kamar Plunkett to the firm. With over 14 years of industry experience providing wealth management and retirement planning strategies, Plunkett will continue to serve as a trusted resource for clients in New York City.

Plunkett, who previously managed more than $300 million in client assets, looks forward to utilizing Edward Jones’ innovative tools and processes to deliver deep personal relationships and comprehensive planning and advice to clients.

“Edward Jones’ unified culture and commitment to collaboration drew me to the firm,” said Plunkett. “I’m confident that by working together with fellow financial advisors and associates, and leveraging the firm’s resources, I can help clients achieve financially what is most important to them.”

Plunkett’s focus will be on providing tailored financial strategies based on his clients’ goals, including investment management and planning for different stages of life. His efforts will be complemented by Edward Jones’ purpose to partner for positive impact, to improve the lives of our clients and colleagues, and together, improve our communities and society.

“Edward Jones is committed to providing its clients with the highest quality financial services and advice, which is why I knew this would be a great fit,” said Plunkett.

Previously, Plunkett worked at Fidelity for over four years where he specialized in asset management.

Plunkett will be joined by branch office administrator, Lori Sullivan and supported by Edward Jones’ home office professionals and technology.

If you’re a practicing financial advisor, learn how you can take your practice to the next level at Edward Jones.