Hamilton, MT W Main Street Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,095 advisors across 14,159 offices

Location

400 W Main Street Suite 200

Hamilton MT 59840

Advisors at this office

3

Advisors at this office

Willa L

Series 63, Series 65

Hamilton, MT

Edward Jones

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a 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 more than 23,700 advisors.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Women Professionals Women Business Owners

Ryan W

Series 66

Hamilton, MT

Edward Jones

Ryan Williams is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he held roles in educational and athletic organizations, including the Florence Township School District and Canyons Athletic Club. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional

Brian A

Series 66

Hamilton, MT

Edward Jones

Brian Adams is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at LPL Financial LLC/Sagemont and held real estate roles at Montana Westgate Realty and Crye-Leike Realtors. Outside of his advisory work, Adams volunteers as a firefighter with the Hamilton Volunteer Fire Department. 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 national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Government Employee Founder/Business Owner
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