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Rebecca M

Series 66

Harlan, IA

Edward Jones

Rebecca Mc Clain is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior work includes roles at Rolling Hills Bank and Trust and Dallas Johnson Greenhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Deborah D

Series 66

Harlan, IA

Edward Jones

Deborah Davis is a financial advisor with Edward Jones in Harlan, Iowa, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she manages administrative duties for a family rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate accounts, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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