Walla Walla, WA S 3rd Ave 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

206 S 3rd Ave

Walla Walla WA 99362

Advisors at this office

2

Advisors at this office

Melissa W

Series 66, Series 65

Walla Walla, WA

Edward Jones

Melissa Wilcox is a financial advisor with Edward Jones in Walla Walla, WA, holding Series 65 and Series 66 credentials and 16 years of industry experience. She previously worked at multiple mortgage and real estate firms and was with Buckley Investment Group for 14 years. Wilcox serves as a board member for The Health Center in Walla Walla. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branches.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Divorce financial planning Business ownership considerations Retirement income strategy Founder/Business Owner

Lawson K

CFP®, Series 66

Walla Walla, WA

Edward Jones

Lawson Knight is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at Edward Jones in Walla Walla, WA. He has been with Edward Jones since 2017 and previously worked at Intermountain Impact Investments from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Family Business Planning for children with special needs Wealth management Founder/Business Owner
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