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Gwen H

Series 66

Ann Arbor, MI

Edward Jones

Gwen Hodges is a Series 66 licensed financial advisor with Edward Jones in Milan, Michigan, where she has worked since 2008. She has 18 years of industry experience. Hodges is a non-active member of the Milan Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Scott T

CFP®, Series 63, Series 66

Ann Arbor, MI

Edward Jones

Scott Tousa is a financial advisor with Edward Jones in Ann Arbor, MI, holding a CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including eight years at Invesco Distributors, Inc., before joining Edward Jones in 2019. Outside of his advisory work, he and his wife manage a rental property in Ypsilanti, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and specialized services.

Divorce financial planning Liquidity event planning Retirement income strategy Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Divorced Intergenerational Families
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Kalee M

Series 66

Ann Arbor, MI

Edward Jones

Kalee Murphy is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019, with prior positions including a role at Money Source Financial Services, Inc. Outside of her advisory work, Murphy operates an Etsy store creating digital prints for home and office decor and has volunteered as a Whole Foods shopper for grocery pickups. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending options.

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

CFP®, Series 66

Ann Arbor, MI

Edward Jones

Edward Mc Clellan is a CFP® with 18 years of experience at Edward Jones, where he has been an advisor since 2008. He is also the author of a guided journal focused on the emotional and psychological preparation for retirement. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a broad network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and affiliated services under a fiduciary standard.

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