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Robert W
CFP®, Series 63, Series 66
Prescott, AZ
Edward Jones
Robert Westerhoff is a Certified Financial Planner (CFP®) at Edward Jones with four years of industry experience. Prior to joining Edward Jones, he worked for five years at J.P. Morgan Securities LLC. 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 strategies supported by a large network of financial advisors and branch offices.
Kelly M
CFA®, Series 63, Series 66
Prescott, AZ
Edward Jones
Kelly Mc Shane is a CFA® charterholder with 11 years of industry experience. She has worked at Edward Jones since 2022 and was previously employed by The Vanguard Group Inc from 2013 to 2021. Kelly has also operated as a self-employed advisor since 2021. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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