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Holly E

CFP®, Series 66

Great Falls, MT

Edward Jones

Holly Estes is a CFP® certified financial advisor at Edward Jones with nine years of industry experience. She previously worked at CNL Financial Group for six years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Multi-generational wealth transfer Military & Veterans Intergenerational Families
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