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Stacy R

CFP®, Series 66

Seattle, WA

Edward Jones

Stacy Rarrick is a financial advisor with Edward Jones in Seattle, WA, holding CFP® and Series 66 designations and has seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive
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Margaret H

CFA®, Series 63, Series 65

Seattle, WA

Edward Jones

Margaret Hoy is a CFA® charterholder with Series 63 and Series 65 licenses, currently serving as a financial advisor at Edward Jones in Seattle, WA. She has four years of industry experience, including six years at Versus Investments and ongoing involvement with Global Alternative Investment Services, Inc. Outside of her advisory role, she operates an art store on Etsy as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managing over $1 trillion in assets 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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Kimo Zachary T

Series 66

Seattle, WA

Edward Jones

Kimo Zachary Tago is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior work includes positions at Northwestern Mutual and the University of Hawaii. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by 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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