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Kathryn Baity Eads

Advisor at Edward Jones — Lewisburg, WV

Updated today

Credentials

Series 66

Experience

19 years

Location

Lewisburg, WV 24901

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Kathryn Eads is a financial advisor at Edward Jones with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she is a member of G & W EADS LLC, a real estate business based in Lewisburg, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a network of more than 23,000 financial advisors nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lewisburg, WV

288 Foster St

Lewisburg WV 24901

Advisors at this office

2

Most active in

Texas · West Virginia

Work history

19 years of industry experience

Edward Jones

2006 - Present • 20 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan M

Series 65

Lewisburg, WV

McClure Private Wealth, LLC

Evan Mc Clure is a financial advisor at McClure Private Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has experience working with West Virginia University's Student Managed Investment Fund, where he conducts equity research. Prior roles include positions at PwC and Education Consulting Team, LLC. McClure Private Wealth, LLC provides customized financial planning and discretionary portfolio management to individuals, nonprofits, and businesses. The firm combines passive and active investment strategies using a range of analytical approaches and manages client accounts on a discretionary basis, offering services that include tax preparation and bookkeeping alongside portfolio management.

Options & derivatives strategies College savings (529s, UTMA, etc.)
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Roger W

ChFC®, Series 63, Series 65

Lewisburg, WV

Strategic blueprint, LLC

Roger Woodruff is a ChFC® with 48 years of experience in the financial services industry. He is currently with Strategic Blueprint, LLC, where he has worked since 2020. His prior roles include positions at Arbor Point Advisors, Securities America, Commonwealth Financial Services, and LPL Financial. Woodruff owns a financial services practice management business. Strategic Blueprint, LLC serves a range of clients including individuals, pension plans, trusts, and charitable organizations, offering customized, goal-based investment strategies and a formal Subscription Advisory Services program alongside portfolio management and financial planning.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Michael S

Series 63, Series 66

White Sulphur Springs, WV

Merrill

Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs and focuses on all aspects of wealth management, including corporate stock award compensation. His services encompass personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a BA degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He also holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. Michael has been recognized with the On Wall Street's "Top 40 Advisors Under 40" awards in 2018 and 2019 and has been named in Forbes' "Best-in-State Wealth Advisors" list from 2018 through 2024. His professional approach emphasizes a holistic financial strategy that supports clients through all stages of life. Outside of his professional work, Michael's personal interests include adventure sports, boating, fishing, golfing, music, painting, photography, spending time with family, and traveling.

Wealth management Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Charitable giving & philanthropy Retirement income strategy Young Professionals
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Kimberly B

Series 66

Lewisburg, WV

Edward Jones

Kimberly Beard is a Series 66 licensed financial advisor with eight years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years at Home Care Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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