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Laurie B

Series 66

Manistee, MI

Edward Jones

Laurie Blevins is a financial advisor with Edward Jones in Manistee, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Laurie worked at Morton Salt for eight years. 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 and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

CFP®, Series 63, Series 66

Manistee, MI

Edward Jones

Jeffery Reau is a CFP® with 22 years of experience at Edward Jones, where he has worked since 2004. Based in Manistee, MI, he is also a member of Centillion Group, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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

CFP®, Series 66

Manistee, MI

Edward Jones

Zachary Reau is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at Richards & McDougall PC, Maner Costerisan & Ellis PC, and in various roles including education and hospitality. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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