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Eric M

Series 66

Portland, TX

Edward Jones

Eric Mc Lester is a financial advisor with Edward Jones in Portland, TX, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America and Aransas County Independent School District. 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 large 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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Kathleen C

CFP®, Series 66

Portland, TX

Edward Jones

Kathleen Clark is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She is based in Portland, TX. Outside of her advisory role, she manages a residential property in St. Louis, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Business ownership considerations Retirement income strategy Planning for children with special needs Retired Founder/Business Owner Executive
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Kimberly P

Series 66

Portland, TX

Edward Jones

Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. 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 wide range of advisory programs and investment options, 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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Elizabeth A

CFP®, Series 66

Portland, TX

Edward Jones

Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has worked at Edward Jones since 2016 and previously spent 16 years at Air Liquide. Outside of her advisory role, she serves as vice president and secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.

Retirement income strategy Founder/Business Owner Public Service Employee Oil & Gas Widow/Widower
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