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Edward Jones - Financial Advisor: Kathleen Wilmes

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Edward Jones - Financial Advisor: Kathleen Wilmes

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Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC. My husband, Steve, and I grew up in Missouri.

At Edward Jones, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Everything we do is driven by what we personally value: lasting relationships built upon partnership, exceptional personal service, and straightforward advice of the highest quality. 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 a 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. After moves to Texas, Missouri, Connecticut, and Arkansas, we settled in the Pacific Northwest in 2013. We are passionate about serving Yakima and the surrounding community, a value we hope to pass on to our six children. My advice is always without obligation, and I would love to get to know you. Just call for an appointment, and I will accommodate your schedule. I also hold a ChFC® designation.
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11/02/2026

We’re proud to share that Edward Jones has once again been recognized as a 2026 Fortune 500 company for the 14th consecutive year, ranking among the largest companies in the U.S.

This recognition reflects the continued growth of our firm, the trust our clients place in us, and the dedication of colleagues across the organization who continue to move our business forward every day.

Growth at this scale is built over time, through strong relationships, long-term commitment, and the collective work of our financial advisors, branch teams, and home office associates, whose commitment to our clients and communities drive our success every day.

We’re proud of what we’ve built together, and even more proud of the people behind it.

Disclosure: 2013-2026 Fortune 500, published May - June each year, data as of December of prior year. Compensation provided for using, not obtaining, the rating.

11/01/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

11/01/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/47Ro2Wu

10/31/2026

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.

10/30/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/29/2026

Capital gain distributions can catch investors off guard, especially in taxable accounts. As year-end approaches, it's important to understand how these distributions work, potential tax implications and strategies that may help you manage them.

Reach out if you'd like to discuss how these considerations fit into your overall financial plan.

Learn more:

Capital gain distributions: What to know before year end

10/28/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

10/27/2026

Your legacy is a work of art, shaped by your vision and values you hold dear and measured by the impact you leave on the people and causes that matter most to you. We’re dedicated to building a vibrant DFW and celebrate the efforts you put into strengthening the community. Let’s work together to help you create a legacy that lasts for generations.

Connect with me today to start the conversation.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/3UhDzf0

A summary of last week's market highlights and economic news.

10/26/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4eyLNWR

Address

3601 W Washington Avenue, Ste 100
Yakima, WA
98903

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 3pm

Telephone

+15094522895

Website

https://www.edwardjones.com/kathleen-wilmes

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