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Adam W
Series 66
Gig Harbor, WA
Edward Jones
Adam Wojtanowicz is a financial advisor with Edward Jones in Gig Harbor, WA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked for Metro Parks Tacoma from 2012 to 2019. Outside of his advisory role, he donates plasma in Tacoma, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.
Lori T
Series 66
Gig Harbor, WA
Edward Jones
Lori Tipple is a Series 66–licensed financial advisor with Edward Jones, based in Gig Harbor, WA, and has two years of industry experience. She previously worked at LPL Financial for a year before rejoining Edward Jones. 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 under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.
Patrick S
CFP®, Series 63, Series 66
Gig Harbor, WA
Edward Jones
Patrick Smith is a Certified Financial Planner® (CFP®) with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior experience includes roles at Equitable Advisors, LLC, Chamberlain Group, and other firms across various industries. Edward Jones is a full-service wealth management firm serving more than 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.
Lisa R
Series 66
Gig Harbor, WA
Edward Jones
Lisa Raimondi is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 credential and has been with Edward Jones since 2022. Outside of advising, Raimondi owns and manages Harbor Gymnastics, a recreation services business, and serves as an emergency substitute teacher for the Peninsula School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.
Tanner S
Series 66
Gig Harbor, WA
Edward Jones
Tanner Stepp is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to this, he held positions at JD Merit & Co, Wells Fargo NA, and Keller Williams West Sound. Outside of his advisory role, Stepp is the owner of Stepp Enterprises LLC, a non-operating family company, and serves as controller for Boss, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard through a nationwide network of more than 23,700 financial advisors.
Brenton T
CFP®, Series 66
Gig Harbor, WA
Edward Jones
Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
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