A father-daughter wealth planning pair are breaking away from Edward Jones to start their own independent practice in Mississippi.
Dan and Olivia Countiss have announced the launch of Countiss Wealth Management in Jackson, Mississippi. Combining nearly 25 years of experience in wealth management, financial planning, and investing, the Countisses aim to serve the diverse needs of families and business owners.
Previously associated with Edward Jones, where they managed nearly $200 million in investments for around 500 clients, the pair are now embarking on an independent venture.
Dan Countiss, who became an Edward Jones financial advisor in 2010 after selling a successful business, brings a wealth of experience suited to business owner clients. Olivia Countiss, inspired by her father’s journey and having developed an interest in investing and financial planning from a young age – including maxing out a Roth IRA at age 12 – joined Edward Jones in 2015.
"By forming Countiss Wealth Management, we can create a new practice that allows us to work together in serving clients long into the future," Dan Countiss said in a statement Tuesday. "We see ourselves as now being a multigenerational family serving multigenerational families. "
Countiss Wealth Management aims to provide enhanced services by leveraging advanced financial planning software, ensuring clients receive comprehensive financial advice.
"We always want to be in the best place possible to service our clients and their families. This is a wonderful change for clients who choose us," Olivia Countiss noted.
She added that the new firm will also have a focus on 401(k) investments, a significant aspect of retirement saving and planning.
Joining the Countiss team are investment analyst Chandler Duke and client services associate Christy Walker, both of whom will support the firm's mission to provide personalized and expert financial advice.
Countiss Wealth Management will receive back-office support from LPL Financial, the nation’s leading independent broker-dealer and advisory firm, which supports more than 22,000 financial advisors nationwide.
Pew survey reveals slight majority consensus on tax rates, but views splinter based on political alignment and income levels.
While the Federal Reserve's decision to hold interest rates steady in March was widely expected, it's the reactions from financial professionals that provide a more nuanced picture of the central bank's approach.
The pioneering member of Canada's Maple Eight is stepping back from its go-it-alone private equity approach as a drought in deals and Trump's trade war prompt a rethink.
The firms' latest additions in Florida and Nevada come as a strategic change at UBS raises risk of advisor defections.
The new program offers opportunities and events structured for rookies, next-gen advisor leaders, and soon-to-exit veterans.
In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'
Blue Vault Alts Summit highlights the role of liquidity-focused funds in reshaping advisor strategies