At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. Since 1999, when I opened the fifth Edward Jones branch in Billings, MT, I've built my business by treating clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
In 2005, I joined the firm's compliance division and helped pilot the home-based associate program, working from home in Montana. In 2007, I became a limited partner with the firm and led a branch audit team from 2008 until May 2019, when I joined long-time colleague, friend and Edward Jones financial advisor John Chioutsis in our oldest Butte, MT branch.
Together with senior branch office administrator Diane Arntson, who has over 34 years of experience at Edward Jones, we are dedicated to providing our clients with the highest level of service possible. As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
Along with wife, Tina, and our two adult sons, we've been directly engaged with organizations which support and foster character and leadership development, especially among youth, including Boy Scouts of America, Exchange Club, Civil Air Patrol, Optimist International and church youth camps.
I am inspired in all I do by the success of others reaching their goals. Over my 22 years at Edward Jones, I've partnered with people from all walks of life along their unique journey toward their hopes and dreams. We thrive by putting our clients first and providing highly personalized service.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me today to discuss your situation and how we can help you achieve your goals.
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
My Personal Interests
- Outdoor Enthusiast
- Spending Time with Family
- History and Museums
- Vintage Cars
Phone NumberWalter McIntosh at (406) 494-3100
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