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Caitlin K

Series 66

Liberty Hill, TX

Edward Jones

Caitlin Koester is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Third Base Sports Bar as a server and bartender. 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 range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Liberty Hill, TX

Edward Jones

Joseph Brown is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked for 14 years at Mars Wrigley Confectionery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies with a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Widow/Widower Religious/faith focused
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Joseph B

Series 66

Liberty Hill, TX

Edward Jones

Joseph Brown is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2003. Outside of his advisory role, he serves as president of B Squared Investments, an LLC established to hold his new office location. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business succession planning Founder/Business Owner Intergenerational Families Religious/faith focused
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Leslie D

CFP®, ChFC®, Series 63, Series 66

Liberty Hill, TX

Edward Jones

Leslie Die is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and ChFC® designations and has worked at Edward Jones since 2018. Prior to joining Edward Jones, she worked at St. Thomas More Catholic School for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse household and corporate accounts. The firm manages over $1 trillion in assets and offers a range of investment strategies and fiduciary advisory services supported by a large national network of advisors and branch offices.

Retirement income strategy Divorce financial planning Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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