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Kimberly T

ChFC®, Series 66

Englewood, CO

Edward Jones

Kimberly Taggart is a financial advisor with Edward Jones in Englewood, CO, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Nancy G

ChFC®, Series 66

Englewood, CO

Edward Jones

Nancy Greeley is a financial advisor at Edward Jones with 12 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2013. 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 and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

General retirement planning Retirement income strategy Income planning General tax planning Wealth management Retired Founder/Business Owner Executive
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Taylor W

CFP®, Series 66

Englewood, CO

Edward Jones

Taylor Watson is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Egg & I for one year. Watson is a board member and secretary for the Turtle Creek Homeowners Association in Parker, Colorado. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the country.

Retirement income strategy Divorce financial planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive
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