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Steven M

Series 66

Great Falls, MT

Edward Jones

Steven Mc Gregor is a financial advisor with Edward Jones in Great Falls, MT, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Rocky Mountain Metalworks and General Distributing Company. Outside of his advisory role, Mc Gregor designs custom metal art through his business, McGregor Metals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,700 financial advisors.

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

Series 66

Great Falls, MT

Edward Jones

Amy Flynn is a financial advisor at Edward Jones in Great Falls, MT, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. 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, operating under a fiduciary standard and supporting over 23,700 financial advisors across the United States.

Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Wealth management Military & Veterans Intergenerational Families
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Amanda M

ChFC®, Series 66

Great Falls, MT

Edward Jones

Amanda Maher is a financial advisor at Edward Jones in Great Falls, MT, holding the ChFC® designation and Series 66 license with nine years of industry experience. She has been with Edward Jones since 2016 and previously worked at Stockman Bank of Montana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across the United States. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy Inheritance planning Multi-generational wealth transfer Divorce financial planning General estate planning guidance Retired Founder/Business Owner Executive Women's Finance Women Professionals
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