Willow Park, TX E I 20 Office

Team
Updated today

Client AUM

$994,369,379,669

Clients

4,030,222

Advisors

2

Of 24,118 advisors across 14,150 offices

Location

5189 E I 20 Suite 103

Willow Park TX 76087

Advisors at this office

2

Advisors at this office

Holly H

CFP®, Series 66

Willow Park, TX

Edward Jones

Holly Howard is a financial advisor at Edward Jones with six years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2020, she worked at Baylor Scott & White Surgicare and served as an independent distributor in the health and wellness sector at AdvoCare International. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Family Business Business Financial Management General estate planning guidance Founder/Business Owner
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Michael S

CFP®, Series 66

Willow Park, TX

Edward Jones

Michael Smith is a CFP®-designated financial advisor at Edward Jones with 14 years of industry experience, all with his current firm since 2012. Outside of his advisory role, he owns a small rental property business in Idaho Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial products supported by a large nationwide network of advisors and branch offices.

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