Our Qualifications

We have been working with individual investors for nearly 50 years.  We use our extensive family and professional experience in all areas of investment planning to help you pursue your goals.  We hold multiple professional designations and are registered to provide a variety of financial products and services.  We look forward to speaking with you. 

William D. Jenkins III is a Senior Vice President-Investments focusing on conducting thorough portfolio reviews and making appropriate recommendations to help ensure that our clients' investments are properly diversified and balanced.  After he graduated from St. Joseph's University with a bachelor's degree in finance, he worked on Wall Street as an analyst for Goldman Sachs.  In March of 2002 he then joined our group.  We rely on Billy's experience to manage money for institutions using complex financial products.  He resides in Dallas with his wife Stacy and his three children, Molly, Will, and Reese. An avid huntsman, he is a member of Ducks Unlimited, Delta Waterfowl, Pheasants Forever, Quality Deer Managment and Various Masonic Organizations.

Edward S. "Eddie" Jenkins is an Associate Vice President- Investments, and he helps manage our group's portfolio-management and retirement-plan services for individual and institutional clients.  In addition, he helps resolve client inquiries and coordinates business development efforts and has been doing so since his start in 1986.  He holds applicable securities registrations and insurance licenses and a bachelor's degree in business administration with a concentration in economics from Elizabethtown College, where he was senior class president.  Eddie is a youth hockey coach and active with various masonic organizations, and he has been a boy scout leader.  He and his wife, Susan, have four children, Taylor, Amelia, Hallie and Ella.


An integral member of the W.D. Jenkins Financial Consulting Group of Wells Fargo Advisors, Melissa Sims, Client Associate, brings to our group a breadth of service that we think is critical when helping to resolve administrative requests in a timely and professional manner.  She also helps manage our group's back-office operations with strong attention to detail and supports business development initiatives.  Melissa and her husband, Steven are raising three children.  She stays busy as a member of the PTA and supports her children's' soccer, volleyball and track teams.


 

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals