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Kylee W

Series 66

Silverton, OR

Edward Jones

Kylee Williams is a financial advisor with Edward Jones in Silverton, OR, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent 14 years at Silverton Hospital. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business succession planning General retirement planning Multi-generational wealth transfer Founder/Business Owner Doctor or Medical Professional Intergenerational Families Women Professionals Female Executives
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Daniel H

Series 66

Silverton, OR

Edward Jones

Daniel Hailey is a financial advisor at Edward Jones in Silverton, Oregon, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Kerr Supply Company, Inc. from 2014 to 2018. 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 options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

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

Series 66

Silverton, OR

Edward Jones

Brynie Robinson is a financial advisor with Edward Jones in Silverton, Oregon. He holds a Series 66 designation and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he coaches high school football at Salem Academy and Sprague High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Oscar R

Series 66, Series 63

Silverton, OR

Edward Jones

Oscar Ramos is a financial advisor with Edward Jones in Silverton, OR, holding Series 66 and Series 63 licenses and having three years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services and Life Insurance Company, as well as entrepreneurship with Jiva Journeys LLC and involvement with Warrior 1 Yoga. 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 strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large national network of advisors and branches.

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