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Cailyn G

Series 66

Grafton, WI

Edward Jones

Cailyn Greenberg is a financial advisor with Edward Jones in Grafton, WI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she worked in various roles including managing outdoor recreation activities and as a barista. Outside of advising, she has experience managing kayak and paddleboard rentals on the Milwaukee River. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of advisors. The firm offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

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

Series 63

Grafton, WI

Edward Jones

Jerry Faust is a financial advisor with Edward Jones in Grafton, WI, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2003 and has longstanding involvement with the YMCA West Suburban and the Wisconsin Interscholastic Athletic Association. Outside of advising, Faust is involved in managing family-related real estate entities. 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, including both discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.

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