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Nicole M

Series 66

Racine, WI

Edward Jones

Nicole Martin is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. She previously worked at Billing Management, Inc. for eight years before joining Edward Jones in 2019. 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 programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner
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Adam C

Series 66

Racine, WI

Edward Jones

Adam Cole is a financial advisor with Edward Jones in Racine, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

General estate planning guidance Retirement income strategy Wealth management Retirement withdrawal strategies Executive Government Employee
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