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Robert L

Series 63, Series 66

Kalaheo, HI

Edward Jones

Robert Lansdell is a financial advisor with Edward Jones in Kalaheo, Hawaii, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Lansdell is also a member of The Lansdell Co LLC, a commercial real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

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

Series 66

Kalaheo, HI

Edward Jones

Dana Reese is a financial advisor with Edward Jones in Kalaheo, HI, holding a Series 66 designation and five years of industry experience. Before joining Edward Jones in 2021, Dana worked at IBM for 18 years and has held various roles including positions at the Department of Education and Kauai Community College. Outside of work, Dana has been involved with Koloa Missionary Church and volunteer activities. 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, discretionary and non-discretionary strategies, and affiliated investment products, managing approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement withdrawal strategies Wealth management Founder/Business Owner
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Mariko H

Series 66

Kalaheo, HI

Edward Jones

Mariko Harper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2024, she held roles at Bank of Hawaii and various real estate-related positions, including timeshare resales. She was also involved in operating a real estate business focused on timeshare resales in Hawaii. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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