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Marcus S

Series 66

Mount Vernon, WA

Edward Jones

Marcus Stewart is a Series 66-credentialed financial advisor with Edward Jones, based in Mount Vernon, WA. He has three years of industry experience, including prior roles at Embold Credit Union and Equitable Advisors LLC. Before entering financial services, he held various positions with the City of Burlington and worked at Gonzaga University. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Retirement income strategy General retirement planning Engineering Professional Public Service Employee
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Lori S

Series 66

Mount Vernon, WA

Edward Jones

Lori Stewart is a financial advisor at Edward Jones in Mount Vernon, WA, holding a Series 66 designation with five years of industry experience. She previously worked at Skagit Bank for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Military & Veterans Public Service Employee Founder/Business Owner Intergenerational Families
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