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Katelyn M

CFP®, Series 66

Monticello, AR

Edward Jones

Katelyn Martin is a financial advisor at Edward Jones with a CFP® designation and four years of industry experience. Her prior roles include positions at Thomasson PLLC, Stern Thomasson, PLLC, and the Arkansas Development and Finance Authority, where she serves as a director. She is also involved in managing finances for an agricultural property through Martin Land and Cattle Company, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm supports more than four million clients and operates under a fiduciary standard.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Military & Veterans
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Arlee B

Series 63, Series 66

Monticello, AR

Edward Jones

Arlee Busby III is a financial advisor with Edward Jones in Monticello, Arkansas, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience, all with Edward Jones since 2000. Outside of his advisory role, he is associated with Busby Investments, LLC, a property investment business. 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 nationwide network of advisors and branch offices.

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