Marshall, TX Victory Dr Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,118 advisors across 14,150 offices

Location

3001 Victory Dr

Marshall TX 75672

Advisors at this office

3

Advisors at this office

Brad H

Series 63, Series 66

Marshall, TX

Edward Jones

Brad Howlett is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience since 2003. Outside of his advisory role, he is involved in venue and event center businesses in Marshall, including co-owning Warehouse 208 and partnering in Howlett Investments LLC. Edward Jones is a full-service wealth management firm serving 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 over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

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

Kasey C

Series 66

Marshall, TX

Edward Jones

Kasey Cram is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kasey worked at Amore Mio Trattoria and was a full-time student for eight years. 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 maintaining a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families

Molly H

Series 66

Marshall, TX

Edward Jones

Molly Hollis is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2018, she worked briefly for the US Department of Education and held positions at the University of Texas at Tyler in writing and alumni relations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets through a nationwide network of advisors, and offering a range of advisory and investment strategies under a fiduciary standard.

Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner Intergenerational Families
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