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4 advisors near 81144
Out of 400,000+ nationwide
Michelle R
Series 66
Monte Vista, CO
Edward Jones
Michelle Roepke is a financial advisor at Edward Jones in Monte Vista, Colorado, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Christine S
Series 66
Del Norte, CO
Raymond James Financial
Christine Shahan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James since 2014 and also has experience with The First National Bank of Ballinger since 2012. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through multiple platforms, emphasizing advisory services supported by firm research and a broad affiliate network.
Tyler K
Series 66
Monte Vista, CO
Edward Jones
Tyler Keck is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Outside of his advisory role, he is an officer at Alamosa Home LLC, a retail furniture sales business in Alamosa, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory programs, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Robert M
Series 66
Del Norte, CO
Edward Jones
Robert Mc Connell IV is a financial advisor at Edward Jones with 11 years of industry experience. He has held his current role since 2014. His credentials include a Series 66 license. Outside of his advisory work, he owns a rental property in Del Norte, Colorado. 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, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.
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4 advisors near 81144
Out of 400,000+ nationwide