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Cheyenne W

Series 66

Idabel, OK

Edward Jones

Cheyenne Williams is a financial advisor at Edward Jones in Idabel, OK, holding a Series 66 designation with four years at Edward Jones and prior experience at First Bank and USDA Rural Development. She also spent time at Oklahoma State University early in her career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

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

Series 63, Series 66

Idabel, OK

Edward Jones

Lewis Schwartz is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1998. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Rachael S

Series 66

Idabel, OK

Edward Jones

Rachael Schwartz is a Series 66 licensed financial advisor with Edward Jones in Idabel, Oklahoma. She has one year of industry experience and previously worked briefly with CGP Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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