Spring Valley, IL 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

222 E Saint Paul St

Spring Valley IL 61362

Advisors at this office

2

Advisors at this office

Olivia L

Series 66

Spring Valley, IL

Edward Jones

Olivia Lamis is a financial advisor with Edward Jones in Spring Valley, IL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in several roles across different sectors, including hospitality and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Steven L

Series 66

Spring Valley, IL

Edward Jones

Steven Lamis is a financial advisor at Edward Jones in Spring Valley, Illinois, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory work, he owns and manages several rental properties and leads Lamis Properties, LLC, which holds rental real estate assets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

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