Gaylord, MI W Main St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,148 offices

Location

100 W Main St

Gaylord MI 49735

Advisors at this office

5

Advisors at this office

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Meredith F

Series 66

Gaylord, MI

Edward Jones

Meredith Feole is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, where she has worked since 2017. She has nine years of industry experience, including six years prior to her advisory career at Culver's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Philip H

Series 63, Series 66

Gaylord, MI

Edward Jones

Philip Hofweber is a financial advisor with Edward Jones in Gaylord, MI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Hofweber serves as a board member of Kirtland Community College’s Governing Advisory Board, a nonprofit focused on higher education services in rural northern Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,000 advisors.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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William F

CFP®, Series 66

Gaylord, MI

Edward Jones

William Forreider is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. 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. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and 15,000 branch offices.

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

Drew P

Series 66

Gaylord, MI

Edward Jones

Drew Parker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Home Depot and various roles related to hospitality and recreation in Gaylord, MI. Edward Jones is a full-service wealth management firm serving 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.

Retirement income strategy Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Engineering Professional Young Families Mid-Career Professionals

Toni S

ChFC®, Series 66

Gaylord, MI

Edward Jones

Toni Straughen is a financial advisor with Edward Jones in Gaylord, MI, holding the ChFC® designation and Series 66 license. She has eight years of experience at Edward Jones and previously worked for 18 years at DFCU Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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