Team Overview: The Edward Jones Generations team provides an end-to-end, High Net Worth (HNW) client experience by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax and estate planning services via trusted 3rd parties, plan implementation via expanding sets of Edward Jones products and services, and ongoing reporting and support. Provide expertise across real estate strategies and resources, including commercial real estate brokerage, investment-property transactions, real estate tax considerations, 1031 exchanges, DSTs, UPREIT/721s, qualified opportunity zones, real estate exit planning, and charitable real estate strategies available through the HNW Referral Network and Edward Jones Alternative Investment platform.