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Reed W

Series 66

Rutland, VT

Edward Jones

Reed Wilcox is a Series 66-licensed financial advisor with Edward Jones in Rutland, VT, and has 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Wilcox manages a short-term rental property in El Prado, New Mexico, which also serves as a secondary remote work location. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated products, supported by a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Justin P

Series 66

Rutland, VT

Edward Jones

Justin Pill is a Series 66-licensed financial advisor with Edward Jones in Rutland, VT, where he has worked since 2023. He has two years of industry experience and prior work history includes roles at Alderman's Chevrolet LLC and various positions in the brewing and ski resort industries. Outside of advisory work, he serves as a volunteer coordinator for the US Open of Mountain Biking event. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers various advisory programs, investment strategies, and affiliated services under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Walter L

ChFC®, Series 66

Rutland, VT

Edward Jones

Walter Lother is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Citizens Securities Inc., LPL Financial, Vermont State ECU, and CUNA Brokerage Services, Inc., in addition to previous tenure at Edward Jones. 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 through a nationwide network of nearly 24,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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