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Brian A

CFP®, CFA®, Series 66, Series 65

Reno, NV

Edward Jones

Brian Allman is a financial advisor at Edward Jones in Reno, NV, holding CFP® and CFA® designations with 13 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he is involved in several business ventures, including co-creating a low-content book publishing project and managing an aircraft leasing partnership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a broad advisory network with affiliated services such as trust and securities-based lending.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business succession planning Wealth management Founder/Business Owner
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Shandra G

Series 66

Reno, NV

Edward Jones

Shandra Gipson is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she was self-employed running Bloom Bake Shop and Floral for five years and worked at the TMJ Therapy and Sleep Center of Nevada for 18 years. 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 programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Military & Veterans Doctor or Medical Professional Government Employee
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Prudence D

Series 66

Reno, NV

Edward Jones

Prudence Dowling is a financial advisor with Edward Jones in Reno, NV, holding a Series 66 designation and 3 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large 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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Kevin M

Series 66

Reno, NV

Edward Jones

Kevin Mccarthy is a financial advisor at Edward Jones in Reno, NV, holding the Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at BakeMark and Sysco. He serves as president of the University of Nevada Rugby Alumni Chapter, a nonprofit supporting current men’s and women’s rugby teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and managed solutions. The firm manages over $1 trillion in assets through a large 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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