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Michael B

Series 66

Redmond, OR

Edward Jones

Michael Bishop is a Series 66-licensed financial advisor with Edward Jones in Redmond, Oregon, where he has worked for 13 years. He serves as a director for Redmond Economic Development Inc, a nonprofit organization focused on local economic development. Edward Jones is a wealth management firm with over four million clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy Business ownership considerations Business exit / sale strategy Family Business Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Tara F

Series 66, Series 63

Redmond, OR

Edward Jones

Tara Folsom is a financial advisor at Edward Jones in Redmond, Oregon, with two years of industry experience. Before joining Edward Jones, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for three years, as well as Bank of America for two years. Prior to her finance career, she spent over a decade at Starbucks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

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