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Amy K

Series 66

Katy, TX

Edward Jones

Amy Kohlert is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Katy, TX, her practice is part of a large nationwide firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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

Series 66

Katy, TX

Edward Jones

Ashley Greenwood is a financial advisor with Edward Jones in Katy, TX, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2018, Greenwood worked for YMCA Youth & Family Services for five years. 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 provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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