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Cindy B

Series 66

Highlands Ranch, CO

Edward Jones

Cindy Basham is a financial advisor with Edward Jones in Highlands Ranch, CO, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Tuthill & Hughes LLP and Goldman, Felcoski & Stone PA. Outside of her advisory role, she manages real estate rental properties through privately held trusts and LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies and a range of affiliated financial products. The firm is known for its extensive retail advisor network and integrated capabilities beyond advisory services.

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

Series 66

Highlands Ranch, CO

Edward Jones

Trevor Vail is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 credential and previously worked at JP Morgan Securities, LLC for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

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