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Casey E

Series 66

Dillon, MT

Edward Jones

Casey Ebelt is a financial advisor at Edward Jones in Dillon, MT, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Edward Jones, Casey worked in healthcare and education sectors including roles at Apollo Rehab, Partners in Homecare, George Fox University, and the University of Montana. Outside of their advisory role, Casey volunteers as a basketball coach for the Dillon Public School System. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner Doctor or Medical Professional
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Dennis S

Series 63, Series 66

Dillon, MT

Edward Jones

Dennis Schurg is a financial advisor with Edward Jones in Dillon, MT, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2000. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Brittney F

Series 66

Dillon, MT

Edward Jones

Brittney Ferris is a financial advisor with Edward Jones in Dillon, MT. She holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to her current role, she has experience in education and hospitality, including positions at The University of Montana Western and Knotty Pine Tavern. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

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