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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Edward Jones - Financial Advisor: Cody Cervellera, CFP, AAMS, CRPC

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Winter Garden, FL
Edward Jones - Financial Advisor: Cody Cervellera, CFP, AAMS, CRPC

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Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. Please call or stop by my office, or visit www.edwardjones.com/cody-cervellera for more information.
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11/03/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/31/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/27/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4iidCUB

A summary of last week's market highlights and economic news.

10/24/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

10/21/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4hWIVFv

10/20/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/20/2026

As someone who works closely with families, I know just how deeply caregiving can impact your time, your wellbeing and your vision and plans for your future. Our new Financial Impact of Caregiving Report, highlights what caregivers are experiencing and the support that can make a meaningful difference.

Hear what caregivers are saying: https://bit.ly/4zI4ZJV

Source: Edward Jones and Harris Poll, in partnership with Age Wave, 2026.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/483qA3G

Address

13848 Tilden Road Ste. 160
Winter Garden, FL
34787

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Telephone

+14073959079

Website

https://www.edwardjones.com/cody-cervellera

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