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Angela M

Series 66

Montrose, CO

Edward Jones

Angela Moyer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she was involved in photography and digital imaging, operating her own photography business specializing in landscape photography. She is also a notary in Montrose, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary 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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Connor K

Series 66

Montrose, CO

Edward Jones

Connor King is a financial advisor at Edward Jones in Montrose, Colorado, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at MDC Holdings and Taylor Morrison. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Startup equity planning General retirement planning Wealth management Founder/Business Owner
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