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Tracy F

Series 66

Clear Lake, IA

Edward Jones

Tracy Farland is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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Erica T

Series 66

Clear Lake, IA

Edward Jones

Erica Tweeten is a financial advisor at Edward Jones in Clear Lake, IA, holding a Series 66 designation. She has one year of experience in financial advising and spent 24 years at Hormel Foods Corporation prior to joining Edward Jones. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Values-based investing Christian Faith Based
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