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Delanie M

Series 66, Series 63

Loveland, CO

Edward Jones

Delanie Mc Morris is a financial advisor with Edward Jones in Loveland, CO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones in 2026, Mc Morris worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank, N.A. from 2014 to 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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

CFP®, Series 66

Loveland, CO

Edward Jones

Scott Kisling is a CFP®-designated financial advisor with Edward Jones, based in Loveland, CO. He has 10 years of industry experience, including 11 years with Edward Jones. 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 network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Founder/Business Owner
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Arthur A

ChFC®, Series 63, Series 66

Loveland, CO

Edward Jones

Arthur Aldrich is a financial advisor at Edward Jones in Loveland, CO, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including 12 years with Edward Jones. Outside of his advisory role, he is involved in property management through ownership of a rental property. 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 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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