portrait of Joli N Rees

About Joli

As a CERTIFIED FINANCIAL PLANNER™ professional, I work with clients through all stages of life, from starting a child's first account for education to the changing of hands of family generational wealth, and all phases in between. It is important to establish and prioritize your financial goals, and my team has the knowledge and experience to prepare a customized approach. In complex situations, I like to collaborate with your CPA and attorney to ensure your wishes are being prudently addressed.

My husband and best friend, Matt, and I have been married for almost a decade and have two wonderful, lively children....

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving

Work History

  • Edward JonesJanuary 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Oklahoma State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Culinary Arts
  • Basketball

Team Members

  • Victoria Conner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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