Mc Call, ID Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

3

Of 24,085 advisors across 14,176 offices

Location

616 N 3rd St Ste 105

Mc Call ID 83638

Advisors at this office

3

Advisors at this office

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Audrey B

Series 66

Mc Call, ID

Edward Jones

Audrey Busby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, her work history includes roles at Jug Mountain Ranch, Brundage Mountain Resort, WaFd Bank, and various positions in the hospitality and real estate sectors. She has held a real estate license in McCall, ID, which is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 large national network of financial advisors and branch offices.

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

Tama L

Series 66

Mc Call, ID

Edward Jones

Tama Lamm is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, Tama operated an insurance services business and has held roles in insurance sales and real estate. Outside of advisory work, Tama is co-owner of a residential home construction company in McCall, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive network of advisors and additional affiliated financial services.

Charitable giving & philanthropy Retirement income strategy Early retirement planning Wealth management Business ownership considerations Founder/Business Owner

Michael V

CFP®, ChFC®, Series 66

Mc Call, ID

Edward Jones

Michael Vineyard is a financial advisor with Edward Jones in McCall, Idaho. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. Vineyard has a military background that includes service as a company commander in the Michigan Army National Guard and various leadership roles in the U.S. Army Reserves. He also serves as a director at large on the St. Luke’s McCall Hospital District Board and is president of the McCall-Payette Lakes Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and is noted for its extensive advisor network, affiliated mutual funds, and additional capabilities such as a trust company and securities-based lending.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Government Employee Founder/Business Owner
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