Joli Rees, Financial Advisor located in Edmond, OK

Financial Advisor
Joli N Rees

CFP®
1325 South Bryant Ave Suite A, Edmond, OK 73034opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

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

Team Members

  • Victoria Conner
    Sr. Branch Office Administrator

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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

Phone

(405) 348-4081

Fax

(888) 234-2783

Office Address

1325 South Bryant Ave Suite A
Edmond, OK 73034opens in a new window

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