Reno, NV Double R Blvd. Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,095 advisors across 14,148 offices

Location

10447 Double R Blvd., Suite B

Reno NV 89521

Advisors at this office

2

Advisors at this office

Lisa S

Series 66

Reno, NV

Edward Jones

Lisa Schober is a Series 66 licensed financial advisor with Edward Jones in Reno, NV. She has one year of industry experience and previously worked in roles at the University of Nevada, Renown Health, and several technology firms including HP and DXC Technology. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and fiduciary advisory services, supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Technology Professional Founder/Business Owner

Cara K

Series 66

Reno, NV

Edward Jones

Cara Koeritz is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard when providing services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
View complete list of advisors at this office
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