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Emily E

Series 66

Santa Fe, NM

Edward Jones

Emily Estes is a financial advisor at Edward Jones in Santa Fe, NM, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2024, she worked at LongView Asset Management LLC and held roles in both securities and insurance firms. She also has experience in the hospitality industry with Hotel St Francis - Heritage Hotels & Resorts. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies, access to managed accounts and mutual funds, and operates under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive LGBTQIA Women's Finance
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Loren T

ChFC®, Series 66

Santa Fe, NM

Edward Jones

Loren Testa is a financial advisor at Edward Jones in Santa Fe, NM, with 18 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over 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.

Charitable giving & philanthropy Family Business Multi-generational wealth transfer ESG / Sustainable investing Wealth management Founder/Business Owner
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