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Carley W

Series 66

Altoona, WI

Edward Jones

Carley Widiker is a Series 66-licensed financial advisor with Edward Jones in Altoona, WI. She joined Edward Jones most recently in 2026 and has prior experience within the firm as well as diverse roles including coaching with the Madison Elite Volleyball Club and self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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

CFP®, Series 63

Altoona, WI

Edward Jones

Kevin Widiker is a CFP® professional with 22 years of experience in the financial services industry. He has been with Edward Jones since 2004, serving clients from Altoona, WI. 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 solutions and operates under a fiduciary standard.

Retirement income strategy Business succession planning Wealth management General estate planning guidance Founder/Business Owner
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Scott L

CFP®, Series 66

Altoona, WI

Edward Jones

Scott Lawton is a CFP® professional with ten years of experience in the financial industry, all of which have been at Edward Jones since 2016. He is based in Altoona, WI and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory and wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Business ownership considerations Business succession planning Retirement income strategy Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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