portrait of ReAnn Holmes

About ReAnn

I began my career as a financial advisor with Edward Jones in 2001. I opened the first Edward Jones branch office in Franklin, Wisconsin. My family and I are all native to Wisconsin and enjoy spending time with our family and friends, staying active and giving back to local communities.

I have a strong belief in the value that Edward Jones provides to investors. I have committed to furthering my education by earning my AAMS™ designation and CFP® certification. By applying my education, experience and knowledge, I hope to leave a legacy of supporting families in identifying and achieving their financial...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Keller Graduate Sch of MgmtMaster of Business Admin
  • Carroll CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Scrapbooking
  • Genealogy
  • Reading
  • Traveling

Team Members

  • Sarah Bucek
    Registered Branch Associate

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 - 04:00PM
Sat Closed
Sun Closed

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