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Isaac W

Series 63, Series 66

Sedro Woolley, WA

Edward Jones

Isaac Williams is a financial advisor with Edward Jones in Sedro Woolley, WA, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he serves on the finance committee as a board member at Skagit Valley Community College in Mt. Vernon, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Kerianne R

Series 66

Sedro Woolley, WA

Edward Jones

Kerianne Rayment is a financial advisor with Edward Jones in Sedro Woolley, WA, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2019 and previously worked in a coaching role from 2016 to 2019. 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 financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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