Richland, WA Williams Blvd Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

5

Of 24,095 advisors across 14,148 offices

Location

767 Williams Blvd

Richland WA 99354

Advisors at this office

5

Advisors at this office

Rene A

Series 63, Series 66

Richland, WA

Edward Jones

Rene Apodaca is a financial advisor with Edward Jones in Richland, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. Prior to joining Edward Jones in 2025, he worked at LPL Financial, Hapo Community Credit Union, RBC Capital Markets, and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Retirement income strategy Divorce financial planning General retirement planning Wealth management Professional Athlete Doctor or Medical Professional

Shasta M

Series 66

Richland, WA

Edward Jones

Shasta Meyers is a financial advisor at Edward Jones in Richland, WA, holding a Series 66 designation and with nine years of industry experience. Prior to joining Edward Jones in 2017, Meyers worked at the Center for Sharing from 2014 to 2017. Meyers serves as a board member of a local Children's Development Center, participating in governance and fundraising activities. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard, supported by affiliated mutual funds and trust services.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive

Erica C

Series 66

Richland, WA

Edward Jones

Erica Clontz is a financial advisor at Edward Jones in Richland, Washington, holding a Series 66 designation with 11 years at the firm and four years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy General estate planning guidance Inheritance planning Retirement income strategy Retired Founder/Business Owner Executive Widow/Widower
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Kendall H

Series 66

Richland, WA

Edward Jones

Kendall Horlacher is a financial advisor with Edward Jones in Richland, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Kendall worked briefly at ANR and Washington State University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices.

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

CFP®, Series 63

Richland, WA

Edward Jones

Michelle Kennedy is a CFP® professional with 31 years of industry experience. She has worked at Edward Jones in Richland, WA since 2002. Outside of her advisory role, she is a member of KM Kennedy LLC, a commercial real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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