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Kathleen Wilmes, Financial Advisor

FINANCIAL ADVISOR
Kathleen S Wilmes

3601 W Washington Ave 100, Yakima, WA 98903opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Sustainable investing

About Kathleen

Before coming to Edward Jones, I served as the executive director of the Central Washington Catholic Foundation. I was able to see firsthand the impact of working closely with an Edward Jones financial advisor. Assisting individuals in setting and achieving their financial goals and enabling them to protect and support the people and organizations that are near and dear to their hearts is my greatest desire.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific...

Work History

  • Edward JonesMarch 2020 to Current

Education

  • Truman State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Camping
  • Hiking
  • Community Outreach
  • Reading

Team Members

  • Shelly Vickers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(509) 654-9063

Fax

(877) 657-6512

Office Address

3601 W Washington Ave 100
Yakima, WA 98903opens in a new window

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