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Kent S

Series 66

Morris, MN

Edward Jones

Kent Swenson is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is president of Lone Tree Storage, a storage shed rental business in Morris. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Anthony H

Series 66

Morris, MN

Edward Jones

Anthony Harris is a financial advisor with Edward Jones in Morris, MN, holding a Series 66 designation and eight years of industry experience. He worked at Otter Tail Power Company for ten years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Passive / index investing ESG / Sustainable investing Retired Founder/Business Owner Executive
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Holly G

Series 66

Morris, MN

Edward Jones

Holly Giese is a financial advisor at Edward Jones with 14 years of experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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