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Donald G

Series 66

Billings, MT

Edward Jones

Donald Groshans is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Stillwater Mining Company for 18 years and had a brief tenure at Adaptive Performance Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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

Series 66

Billings, MT

Edward Jones

William Gordon Jr. is a Series 66 credentialed financial advisor with Edward Jones in Billings, MT, where he has worked for the past 13 years. He has a total of 12 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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

CFP®, Series 66

Billings, MT

Edward Jones

Mason Melby is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Billings, MT. He has five years of industry experience, including roles at Edward Jones since 2017 and a prior position at First Interstate Bank. Outside of his advisory work, Melby previously owned a business specializing in seamless raingutters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering services that include tax-efficient strategies and affiliated investment products.

Business ownership considerations General estate planning guidance Wealth management General retirement planning Founder/Business Owner
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Jordan W

Series 66

Billings, MT

Edward Jones

Jordan Walker is a financial advisor at Edward Jones in Billings, MT, with one year of industry experience. Previously, he worked at One Health and YWCA and has a background that includes nearly a decade at Walker Livestock. Outside of his advisory role, he serves as an assistant football coach at Lockwood High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial services beyond traditional advisory offerings.

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

Series 66

Billings, MT

Edward Jones

Morgan Reif is a financial advisor with Edward Jones in Billings, Montana. He holds a Series 66 designation and has eight years of industry experience, including three years working at the Billings Gazette before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retired Founder/Business Owner Executive Women Professionals
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Linda N

Series 66

Billings, MT

Edward Jones

Linda Nevins is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with 21 years of experience at the firm. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

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