Edward Jones - Financial Advisor: Kim Johnson, CFP® - Midland (TX)

Lincoln DuClos Lisa and her team were on point through the whole process of my home purchase. Great support and communication. Lisa is outstanding. Buying a hose can be stressful but she made it smooth as possible.

Donald Heath I have been a client of Morgan Stanley for 18+ years. For various reasons we chose to change firms. 2019 service fees of $325 were charged in December, understandable, we owed them, but then $375 for service fees for 2020. That is only 15 to 17 days for these fees. I am disappointed and I am sorry that I did not leave Morgan Stanley sooner!

Laura Lysaght Got a better rate on my car insurance and they did all the shopping. Saved almost $1000/year! I also appreciate how involved they are with community, like providing their financial expertise on volunteer org boards, hosting events, and doing free speaking engagements.