$200M father-daughter team from Edward Jones makes a break for independence
The pair are launching their own multigenerational practice in Mississippi with support from LPL.
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.
Learn more about reprints and licensing for this article.
