Aberdeen, WA Sumner Ave Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,085 advisors across 14,176 offices

Location

1621 Sumner Ave

Aberdeen WA 98520

Advisors at this office

2

Advisors at this office

Michael B

Series 66

Aberdeen, WA

Edward Jones

Michael Bozich is a financial advisor with Edward Jones in Aberdeen, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the United Way of Grays Harbor. Edward Jones is a full-service wealth management firm serving over four million 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 and supports its clients through a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Aimee B

Series 66

Aberdeen, WA

Edward Jones

Aimee Bradley is a financial advisor at Edward Jones with a Series 66 designation and over 17 years of experience at the firm. She is based in Aberdeen, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

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