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Melissa W

Series 66, Series 65

Walla Walla, WA

Edward Jones

Melissa Wilcox is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 65 and Series 66 designations and previously worked in mortgage and real estate roles, including positions at Academy Mortgage and Windermere Real Estate. Wilcox serves as a board member of The Health Center in Walla Walla, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and provides affiliated investment options alongside fiduciary advisory services.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner
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Lawson K

CFP®, Series 66

Walla Walla, WA

Edward Jones

Lawson Knight is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Edward Jones in Walla Walla, WA. He has been with Edward Jones since 2017 and previously worked at Intermountain Impact Investments from 2015 to 2017. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Family Business Planning for children with special needs Wealth management Founder/Business Owner
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