Family Business

Jesse Abercrombie is a financial advisor and general partner with Edward Jones. He focuses on providing wealth management solutions to business owners in the Dallas Fort Worth Metroplex. Together with his strategic alliance partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.

Jesse has been with Edward Jones since 2003 and now serves over 200 clients. He uses a consultative process to gain a detailed understanding of his clients’ deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments.

Jeff Harvey represents public and private companies, investors, family offices, private equity firms, and venture capital funds operating or investing in startup through upper middle-market businesses and heads up the firm’s General Counsel Services team.

Jeff represents companies and their owners, boards, management teams and financial partners across industries concerning entity structuring and formation, compliance and governance, public and private securities filings and reporting, technology transactions and licensing, M&A and joint ventures, private equity and venture investment, international business operations, global supply chain management, franchising, dealership and distribution, real estate and equipment leasing, among other matters and concerns. He provides strategic advice and counsel for transactions and throughout the life cycle of a business or investment.