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Terri R

Series 66

Maquoketa, IA

Edward Jones

Terri Raymond is a financial advisor at Edward Jones in Maquoketa, IA, holding a Series 66 designation with 13 years of industry experience, all with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary portfolio strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Retirement income strategy Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Alyssa B

Series 66

Maquoketa, IA

Edward Jones

Alyssa Burks is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior experience includes roles at The University of Iowa, Aspire at West Campus, Texas Woman's University, and The University of Texas at Austin. Outside of financial advising, she works as a wedding officiant in Cascade, IA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Women Professionals Women Business Owners
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