Edward Jones - Financial Advisor: Greg Mills, CFP

Feb 3rd, 2024

Sep 30th, 2021

My wife and I have used Greg for the past 3 years and cant be happier with his attention to detail in regards to our financial goals. He is exceeding our expectations!
Dec 31st, 2020

Nov 3rd, 2019

Nick Holst, a Financial Advisor with this office, solicited door-to-door in a neighborhood clearly marked "No Soliciting" with multiple signs. He refused to leave, continued door-to-door (even at homes that had additional No Soliciting signs, in addition to the neighborhood signs), until the sheriff showed up. Many residents had called sheriff's office to report him, as is our habit in the neighborhood, because the HOA and management company have advised us to do that. With this in mind, would you want someone managing your financial assets and investments who clearly disregards posted community signs and argues about his right to violate the neighborhood's rules and refuses to leave until forced to do so? This seems like unintelligent, unethical behavior and we certainly do not know why he thinks he will drum up business in our neighborhood if he infuriates people who are so sick of solicitors who ignore No Soliciting signs, and especially a solicitor who argues and tells you he has a right to be there. If a person sees a sign prohibiting a certain action, yet engages in that action, this is unethical behavior. If a person cannot realize that their behavior will not bring about the positive results they hope for, this is inability to think two steps ahead. Choosing these behaviors in hopes of increasing his income/business is extremely unintelligent. Refusing to leave when he is advised of the posted No Trespassing signs is extremely disrespectful. So, we have an unintelligent, disrespectful, unethical person who lacks the maturity to fully think through his actions who wants you to entrust him with your financial planning and all of your personal information. Making bad choices himself does not bode well for him being able to advise you on financial choices. If you need a financial advisor, look for someone who follows rules and observes posted signs, who is ethical, and intelligent enough to think two steps ahead and realize that the consequences of his behavior will not bring him or his boss any business, as well as someone who is respectful. If he is not even respectful to rules and your property, why on Earth would he be respectful to your financial well-being? Financial planning requires thinking several steps ahead, intelligence, and ethical behavior, among other things- look for someone with those qualities. Yes, solicitors do have the legal right to be in your neighborhood on a public street, even if No Soliciting signs are posted, but they do NOT have the right to EVER set foot on your property, and they most certainly should leave immediately when asked to do so.
Apr 7th, 2019