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Richard S

Series 66

Lakewood, CO

Edward Jones

Richard Salmon is a Series 66 licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2015. He has a decade of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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

Series 63, Series 66

Lakewood, CO

Edward Jones

Cooper Swenson is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a large national network of financial advisors.

Charitable giving & philanthropy Business ownership considerations Family Business Multi-generational wealth transfer Wealth management Founder/Business Owner Intergenerational Families
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Matthew C

CFP®, Series 63, Series 66

Lakewood, CO

Edward Jones

Matthew Cox is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in Lakewood, CO. He has been with Edward Jones since 2011. Outside of his advisory role, he is a partner in La Bella Vita Health and Wellness, a clinic based in Westminster, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

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

Series 66, Series 63

Lakewood, CO

Edward Jones

Katherine Healey is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Northwestern Mutual and has a background in lending from her time at Synergy One Lending and Guaranteed Rate Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Inheritance planning Founder/Business Owner
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