Beatrice, NE 323 Court St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

4

Of 24,085 advisors across 14,173 offices

Location

323 Court St

Beatrice NE 68310

Advisors at this office

4

Advisors at this office

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Kimberly B

Series 66

Beatrice, NE

Edward Jones

Kimberly Barnes is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018, with prior experience at Beatrice State Developmental Center and E Energy Adams, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment 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

Heath H

Series 66

Beatrice, NE

Edward Jones

Heath Hovendick is a financial advisor with Edward Jones in Beatrice, Nebraska. He holds a Series 66 designation and has one year of industry experience, including six years at Farmers Cooperative and prior roles with the YMCA of Lincoln and Beatrice Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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Stephen H

Series 66

Beatrice, NE

Edward Jones

Stephen Hovendick is a financial advisor with Edward Jones in Beatrice, NE, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and 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

Mark S

Series 66

Beatrice, NE

Edward Jones

Mark Simonson is a financial advisor with Edward Jones in Beatrice, Nebraska, holding a Series 66 designation and having four years of industry experience. Before joining Edward Jones in 2021, he worked at Security First Bank from 2016 to 2021. He serves as a board member for the Beatrice YMCA Real Estate Holding Company, an entity involved in a New Markets Tax Credits real estate transfer. 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, supported by a large nationwide network of advisors and offices.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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