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Danielle B
Series 66
Bend, OR
Edward Jones
Danielle Baptist is a financial advisor with Edward Jones in Bend, Oregon, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Megan U
Series 66
Bend, OR
Edward Jones
Megan Uht is a financial advisor at Edward Jones in Bend, OR, with two years of industry experience. She holds the Series 66 designation and has previous work history including roles at Balanced Solutions and the Center for Orthopedic and Neurosurgical Care and Research. Outside of finance, she is the owner of Retro Rides LLC, an automotive restoration business. 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 supported by a nationwide network of approximately 23,701 financial advisors.
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