Midland, MI W Wackerly St Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,155 offices

Location

2009 W Wackerly St

Midland MI 48640

Advisors at this office

2

Advisors at this office

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Stephanie S

Series 66

Midland, MI

Edward Jones

Stephanie Siler is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones for a total of 20 years, including her current role since 2026. Outside of her advisory work, she has worked part-time in retail jewelry sales at Sterling Jewelers in Midland, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

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

Series 66

Midland, MI

Edward Jones

Mc Kenzie Lee is a Series 66-licensed financial advisor with Edward Jones in Midland, MI, with five years of industry experience. Lee has worked with Edward Jones and Edward Jones Investments since 2016. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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