Olympia, WA 1801 West Bay Dr NW 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

1801 West Bay Dr NW Suite 205

Olympia WA 98502

Advisors at this office

3

Advisors at this office

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Nathaniel T

Series 66

Olympia, WA

Edward Jones

Nathaniel Taylor is a financial advisor at Edward Jones in Olympia, WA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at DevNW and operating his own self-employed business. He previously worked in the food service industry at Ritta's Burritos. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices.

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

Elizabeth M

CFP®, Series 66

Olympia, WA

Edward Jones

Elizabeth Mc Cullough is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Her prior experience includes roles with the State of Washington and Red Robin Gourmet Burgers, as well as a study abroad program. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad 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 about 23,701 financial advisors and maintains affiliated capabilities such as a trust company and securities-based lending.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner Doctor or Medical Professional

Kirk M

Series 63, Series 65

Olympia, WA

Edward Jones

Kirk Mandlin is a financial advisor with Edward Jones in Olympia, WA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Edward Jones in 2017. Outside of his advisory role, Mandlin is involved in authorship through a holding company that produces materials aimed at helping financial advisors succeed, and he serves as a director for a nonprofit church organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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