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Tara R

Series 66

Cedar Rapids, IA

Edward Jones

Tara Rambo is a financial advisor at Edward Jones with 11 years at the firm and four years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she has been involved with Nelson Construction since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm operates a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

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

CFP®, Series 63

Cedar Rapids, IA

Edward Jones

Robert Milbrath is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Edward Jones since 1991. Based in Cedar Rapids, IA, he has maintained a long tenure at the firm. Outside of his advisory role, he manages a farm acreage in Chelsea, IA, used partly as a secondary home. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and advisory services. The firm is notable for its extensive network of advisors and branches and offers diverse capabilities beyond traditional advisory services.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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