portrait of Wais Y Yardam

About Wais

As a financial advisor at Edward Jones, a full-service investment firm, I bring a wealth of knowledge and expertise to help individuals secure their financial future and optimize their wealth. I work closely with my clients to develop personalized strategies that align with their specific needs and goals. I also enjoy educating my clients and their children about financial acumen, empowering them to make informed decisions for a secure future. Additionally, I can assist you in selecting the right life insurance coverage to protect your loved ones and your financial legacy.

For business owners, I help optimize both personal and business...

Focus Areas

  • Business owner considerations
  • Business retirement plans
  • Retirement savings strategies
  • Wealth protection strategies
  • Sustainable Investing

Work History

  • Edward JonesJuly 2023 to Current
  • Edward JonesJuly 2018 to July 2021

Personal Interests

  • Golfing
  • Fishing
  • Traveling
  • Auto Racing
  • Basketball

Team Members

  • Meredith Bevan
    Branch Office Administrator

Upcoming Events

  • MAR.20

    March 20 06:00PM 07:00PM

    Building the Road to a Solid Financial Future - Virtual

    Building the Road to a Solid Financial Future

    Learn More
  • APR.10

    April 10 06:00PM 07:00PM

    Stocks: The Nuts and Bolts - Virtual

    Save the date!

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:30PM
Sat By Appointment Only
Sun Closed

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More