Edward Jones - Financial Advisor: Scott N O'Berry, CFP®|ChFC®|CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Tax-efficient investment management

About

Scott O'Berry is a financial advisor based in St Pete Beach, Florida, affiliated with Edward Jones. He specializes in retirement planning, education savings strategies, and tax-efficient investment management. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Certified Exit Planning Advisor (CEPA®), Scott provides personalized financial guidance through face-to-face consultations. His practice focuses on helping individuals and families achieve their financial goals and prepare for significant life events.

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