Lena Haas
Principal, Head of Wealth Management Advice and Solutions, Edward Jones
Lena Haas is a principal of and leads wealth-management advice and solutions at Edward Jones. She serves on the financial services firm’s Enterprise Leadership Team and as a trustee of the Edward Jones Money Market Fund and Bridge Builder Trust. Haas previously led Edward Jones’ investment advisory and products areas; she joined the firm to lead its banking and trust areas. Prior to this, she was a senior vice president with E*TRADE Financial and held a variety of leadership roles at Bank of America and Fidelity Investments. Earlier in her career, Haas was a marketing manager at IBM and software engineer at GTE Government Systems. She represents Edward Jones on the Securities Industry and Financial Markets Association Private Client Committee. (Edward Jones is a 2024 Festival Underwriter)
Previously
With a staggering $84 trillion projected to change hands by 2045, the United States is on the brink of a historic intergenerational wealth exchange. How are our institutions p...