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Elizabeth B

CFP®, Series 63, Series 66

Longmont, CO

Edward Jones

Elizabeth Bleidt is a CFP®-certified financial advisor with Edward Jones in Longmont, CO, and has 14 years of industry experience. Prior to joining Edward Jones in 2017, she worked at Charles Schwab and Charles Schwab Bank from 2011 to 2017. 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 discretionary and non-discretionary advisory strategies and operates a large nationwide network of financial advisors and branch offices.

Liquidity event planning Business ownership considerations Business succession planning Retirement income strategy Technology Professional Founder/Business Owner Intergenerational Families
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Samantha S

CFP®, Series 66

Longmont, CO

Edward Jones

Samantha Schreiber Reed is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Longmont, CO. Her work history includes multiple roles at Edward Jones since 2019 and prior experience at Providence Health and Services and Target. She also managed a bed and breakfast, La Bastide Bed & Breakfast, from 2016 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Divorce financial planning Stock option exercise strategy Retirement income strategy Wealth management Inheritance planning Retired Founder/Business Owner Executive
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