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Schuyler T

Series 66

Bigfork, MT

Edward Jones

Schuyler Tudor is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Outside of his advisory role, he is involved in personal home care and coaches 8th grade volleyball for Bigfork Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Retirement withdrawal strategies General retirement planning Wealth management Retired Founder/Business Owner Executive
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Tara A

CFP®, Series 66

Bigfork, MT

Edward Jones

Tara Allen is a CFP® and holds a Series 66 license with six years of experience at Edward Jones. She has maintained a legal practice since 1998 and is a partner at a law firm in San Francisco, where she continues to manage existing cases. Additionally, she performs appellate law work for the California Supreme Court on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers affiliated mutual funds, overlay services, and a fiduciary standard for advisory services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Inheritance planning Wealth management Founder/Business Owner Women Professionals
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