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Kevin B

Series 66

Calumet, MI

Edward Jones

Kevin Bostwick is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including as a varsity baseball coach at Houghton Portage Township Schools. Outside of his advisory role, he coaches high school baseball in Hancock, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its large retail advisor network, affiliated mutual funds, and comprehensive fiduciary services.

Business ownership considerations General retirement planning Wealth management Educators, Teachers, and Academics Founder/Business Owner Intergenerational Families Newlywed/Engaged
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Adam G

Series 66

Calumet, MI

Edward Jones

Adam Gill is a financial advisor with Edward Jones in Calumet, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Superior National Bank and has experience in insurance and assisted living services. He serves on the Board of Review for Schoolcraft Township in Lake Linden, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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Shelly L

Series 66

Calumet, MI

Edward Jones

Shelly Larson is a financial advisor with Edward Jones, holding a Series 66 credential and 13 years of industry experience. She has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

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