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Rachel S

Series 66

Boise, ID

Edward Jones

Rachel Shubin is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2021. Prior to her financial services career, her work history includes roles at Goldfish Swim School, Meeting Systems Inc., and AppDetex. 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 programs, including discretionary and non-discretionary managed solutions, 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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Paul S

Series 66

Boise, ID

Edward Jones

Paul Shubin is a financial advisor with Edward Jones in Boise, ID, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a co-owner of a rental property business in Boise. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Emily M

Series 66

Boise, ID

Edward Jones

Emily Moncarr is a Series 66 licensed financial advisor with Edward Jones in Boise, ID, having one year of industry experience. She has been with Edward Jones since 2015 in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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