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Cara H

Series 66

Shelby, OH

Edward Jones

Cara Howard is a financial advisor with Edward Jones in Shelby, OH, holding a Series 66 designation and 2 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a consultant for Thirty-One Gifts, selling products through home and book parties. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary 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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Troy B

Series 66

Shelby, OH

Edward Jones

Troy Baker is a financial advisor with Edward Jones in Shelby, Ohio, holding a Series 66 credential and 27 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is involved in property management through several rental property businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and supports its advisory services with affiliated mutual funds, a proprietary money market fund, and additional capabilities such as a trust company and securities-based lending.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Renae H

Series 66

Shelby, OH

Edward Jones

Renae Holland is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 1998, totaling 28 years of experience. She is based in Shelby, OH, and has six years of industry experience under her current credentials. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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