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3 advisors near 82331
Out of 400,000+ nationwide
Ashley V
Series 63, Series 66
Saratoga, WY
Eagle Strategies (NY Life)
Ashley Vondra is a financial advisor with Eagle Strategies (NY Life) in Saratoga, Wyoming, holding Series 63 and Series 66 registrations and bringing 10 years of industry experience. She has worked with NYlife Securities LLC and New York Life Insurance Company since 2015 and is currently associated with Momentum Capital Group, LLC. Vondra serves as a board member of the Olivia Caldwell Foundation, a nonprofit organization focused on pediatric cancer research. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios and operates as an indirect subsidiary of New York Life.
Will F
Series 66
Saratoga, WY
Edward Jones
Will Faust is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is a part owner of Emory River Land Company, a land management business in Knoxville, Tennessee, though he is not involved in its daily operations. 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 advisory programs and products, operates under a fiduciary standard, and is noted for its extensive retail advisor and branch network.
Randi M
Series 66
Saratoga, WY
Edward Jones
Randi Mc Cargar is a financial advisor with Edward Jones in Saratoga, Wyoming. She holds a Series 66 designation and has two years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 advisors.
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3 advisors near 82331
Out of 400,000+ nationwide