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Kelli T

ChFC®, Series 66

Reno, NV

Edward Jones

Kelli Tampio is a financial advisor at Edward Jones in Reno, NV, with 13 years of industry experience. She holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Retirement income strategy Charitable giving & philanthropy Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Tyler C

CFP®, Series 66

Reno, NV

Edward Jones

Tyler Cox is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Nike Inc. and the University of Nevada, Reno. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Inheritance planning Retired Founder/Business Owner Executive Newlywed/Engaged Young Families
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Andrea P

Series 66

Reno, NV

Edward Jones

Andrea Petersen is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, she held positions at The Dentists Supply Company, Arnold Dental Supply, and Sierra Nevada Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families LGBTQIA
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Kristie B

Series 66

Reno, NV

Edward Jones

Kristie Boyd is a financial advisor at Edward Jones with a Series 66 designation and over eight years of experience in various roles, including previous positions at Edward Jones and leadership at Westward Studio (Head West, LLC). Her background also includes work in the craft brewery and retail industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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John B

ChFC®, Series 63, Series 65

Reno, NV

Edward Jones

John Boyd is a Chartered Financial Consultant (ChFC®) with 33 years of experience at Edward Jones, where he has worked since 1992. He holds Series 63 and Series 65 licenses and is based in Reno, NV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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