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Kathleen W

ChFC®, Series 66

Yakima, WA

Edward Jones

Kathleen Wilmes is a financial advisor with Edward Jones in Yakima, WA, holding the ChFC® and Series 66 designations and has five years of industry experience. She previously worked at the Central Washington Catholic Foundation for five years before joining Edward Jones in 2020. Outside of her advisory role, she owns and operates a short-term rental property that serves traveling nurses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and emphasizes a fiduciary standard in its advisory services.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Charitable giving & philanthropy ESG / Sustainable investing Retired Founder/Business Owner Executive Women's Finance Women Professionals
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Ryan S

Series 66

Yakima, WA

Edward Jones

Ryan Sullivan is a Series 66-registered financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked for Prime Communications LLC for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Doctor or Medical Professional
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