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Pamela V

Series 66

Madison, WI

Edward Jones

Pamela Vander Sanden is a Series 66 licensed financial advisor with Edward Jones in Madison, WI, where she has worked since 2014, totaling 12 years of industry experience. Outside of her advisory role, she is involved in concession work at University of Wisconsin sporting events and also works as a sales consultant for Norwex. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices nationwide.

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

Series 66

Madison, WI

Edward Jones

Tripp Soma is a financial advisor at Edward Jones in Madison, Wisconsin, holding a Series 66 credential with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved in the restaurant industry and university work. He serves as a board member at large for Capital City Muskies Inc, a local nonprofit focused on fish stocking for Madison area lakes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Steve S

Series 63

Madison, WI

Edward Jones

Steve Soma is a financial advisor with Edward Jones in Madison, WI, holding a Series 63 credential and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he is a partner in a rental property business in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Planning for children with special needs General estate planning guidance Retired Founder/Business Owner Executive
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