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Lee M

CFP®, Series 66

Hood River, OR

Edward Jones

Lee McPherson is a CFP® professional with seven years of experience at Edward Jones in Hood River, OR. He has also been involved with Mt Eden Organics Inc. since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high- and non-high-net-worth households, as well as corporate and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large national network of advisors and branch offices.

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

Series 66

Hood River, OR

Edward Jones

Molly Searcy is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and worked previously at Caliber Home Loans for seven years. Outside of her advisory role, she serves as a board member and member at large for Hood River Adopt A Dog, a local animal shelter involved in volunteer coordination and fundraising. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment advisory services and maintains a large network of financial advisors and branch offices nationwide.

Retirement income strategy Divorce financial planning Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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