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Michael L

CFP®, Series 66

Marble Falls, TX

Edward Jones

Michael Linam is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010, working in their Marble Falls, TX office. 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, operating under a fiduciary standard.

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

Series 66

Marble Falls, TX

Edward Jones

Duncan Nichols is a financial advisor at Edward Jones based in Marble Falls, TX. He holds a Series 66 designation and has recently transitioned to the financial industry after six years of service in the United States Army. Prior to joining Edward Jones, he also worked at Obannon's and attended Texas A&M University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and related services, supported by 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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Kevin R

Series 66

Marble Falls, TX

Edward Jones

Kevin Reed is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for the Lower Colorado River Authority for 25 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. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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

Series 66

Marble Falls, TX

Edward Jones

Christine Buckley is a financial advisor with Edward Jones in Marble Falls, TX, holding a Series 66 designation. She began her career at PwC in 2018, followed by five years at Faske Lay & Co., before joining Edward Jones in 2025. 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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