Erin Zylman

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Holland, MI 49423-3253

Credentials

CFP®, Series 63, Series 66

Industry experience

18 years

Expertise

Retirement income strategy General retirement planning General estate planning guidance Charitable giving & philanthropy

Demographic focus

LGBTQIA

Work history

Edward Jones

2016 - Present (10 years)

Fifth Third Institutional Services

2014 - 2016 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Jeffrey B

Series 66

Holland, MI

Edward Jones

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning

Laura P

Series 63, Series 66

Zeeland, MI

Fidelity

Laura Pomeroy is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she was a Licensed Personal Banker at PNC Investments from 2005 to 2013. Her professional experience spans over a decade in wealth planning and financial consulting, where she focuses on building and maintaining sound financial plans tailored to each client's unique financial journey. Laura emphasizes a collaborative approach and long-term support in her work with clients. Outside of her professional role, Laura enjoys fitness activities, social events with friends, outdoor adventures, skiing, and swimming.

Wealth management

Ross D

CFP®, Series 63, Series 66

Holland, MI

Edward Jones

Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations General estate planning guidance Wealth management Founder/Business Owner

Michael C

Series 66

Holland, MI

Edward Jones

Wealth management ESG / Sustainable investing Founder/Business Owner Hispanic/Latino/Latinx LGBTQIA

Kyle W

Series 66

Holland, MI

Edward Jones

College savings (529s, UTMA, etc.) Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner

Cameron R

CFP®, Series 66

Holland, MI

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Wealth management
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