Lincoln City, OR NW 39th Street 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

2015 NW 39th Street Suite 303

Lincoln City OR 97367

Advisors at this office

2

Advisors at this office

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Michelle R

Series 66

Lincoln City, OR

Edward Jones

Michelle Rose is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has held roles at Edward Jones since 2018. Prior to her advisory career, she worked briefly at Target and attended Gonzaga University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branches nationwide.

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

Wendy W

Series 66

Lincoln City, OR

Edward Jones

Wendy Wilson is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Outside of her advisory role, she owns and manages Paradox Monitoring Services, an alarm monitoring business based in Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated mutual funds and trust services.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
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