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Peter E

CFP®, Series 66

Billings, MT

Edward Jones

Peter Egge is a CFP® and Series 66-registered financial advisor with Edward Jones in Billings, MT. He has eight years of industry experience, including ten years at Humana prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

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

Series 66

Billings, MT

Edward Jones

Christin Stevens is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles in banking and insurance, as well as periods of homemaking. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with extensive resources such as discretionary and non-discretionary investment strategies, affiliated mutual funds, and a fiduciary standard of care.

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