Erin Bradshaw

Erin Bradshaw Email and Phone Number

Financial Advisor at Edward Jones @ Edward Jones
Erin Bradshaw's Location
Great Falls, Montana, United States, United States
Erin Bradshaw's Contact Details

Erin Bradshaw personal email

n/a

Erin Bradshaw phone numbers

About Erin Bradshaw

As a multi-generational Montana native, I have a long standing history of working with people lucky enough to call the Big Sky State home. I grew up on the hi-line at the foothills of the Bear Paw Mountains. My parents were hard working; both were in the medical field and taught me their valued work ethic. Surrounded by three brothers who all continue to live and raise their families in Montana, many life lessons have been learned through them. I graduated from the University of Montana, double majoring in both accounting and finance. Shortly after, I obtained my Certified Public Accountant license. For the next eight years of my career, I had the honor and privilege of serving individuals, businesses and local farmers and ranchers on a number of financial fronts. At Edward Jones, my role as a financial advisor is my most rewarding work yet. Licensed with both a Series 7 and Series 66, I pride my practice built on trust, privacy, competency, quality and stewardship. With my forward thinking, goals based mentality, our partnership starts with finding out what is most important to you. Partnering together, we will build a customized strategy geared towards your financial goals. Whether you are planning for retirement, living in retirement, saving for children and grandchildren, or just trying to protect the financial future of the ones you care for, I will work with you. If you or someone you care about needs financial guidance or simply looking for a second opinion, I will do my utmost to help you establish strategies to achieve your financial goals. Erin E. Bradshaw/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Erin Bradshaw's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor at Edward Jones
Erin Bradshaw Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Nov 2019 - Present
    St. Louis, Mo, Us
    We focus on what’s most important, using an established process we’ll build a personalized strategy geared towards your financial goals. Whether you are planning for retirement, living in retirement, saving for children and grandchildren, preparing for the unexpected , trying to save money on taxes, or thinking about your long-term legacy, I’ll work with you. • Cash & Saving Strategies• Retirement Savings Strategies• Retirement Income Strategies• Business Retirement Plans• Estate & Legacy Strategies • Insurance & Annuities• Entrepreneurs & Business Owners
  • Wipfli Llp
    Cpa | Senior Tax Associate
    Wipfli Llp Jan 2015 - May 2019
    Milwaukee, Wi, Us
    • Individual and entity tax return preparation and tax planning including: C-Corp, S-Corp, Partnerships, Estates, Trusts & Not-for-Profits.• Emphasis in agriculture and small business. • Business Valuations.• Financial statement preparation including reviews and compilations.• Moderate experience in Not-for-Profit and Governmental audits including those with A-133 requirements. • Research and utilization of surrounding human capital.
  • Galusha, Higgins, & Galusha, P.C.
    Cpa | Tax Associate
    Galusha, Higgins, & Galusha, P.C. Sep 2011 - Jan 2015
    Helena, Mt, Us
    • Individual and entity tax return preparation and tax planning including: C-Corp, S-Corp, Partnerships, Estates & Trusts.• Emphasis in agriculture and small business. • Business Valuations.• Financial statement preparation including reviews and compilations.• Moderate experience in Not-for-Profit and Governmental audits including those with A-133 requirements. • Research and utilization of surrounding human capital amongst co-workers.
  • Stormwater Construction
    Assistant To The Chief Financial Officer
    Stormwater Construction May 2010 - Sep 2010
    Assisted the company controller with the daily tasks of source document entry and recording, processing weekly payroll for 30 employees subject to Montana Prevailing Wage and the US Department of Labor Davis Bacon Wage Determination, accumulated cost information for determining manufactured inventory costs, managed accounts receivable and accounts payable, comprised a formal business plan utilized by financial institutions in determining loan financing for a manufacturing expansion project.
  • Quality Supply, Inc. (Intern)
    Assistant To The Chief Financial Officer
    Quality Supply, Inc. (Intern) Sep 2008 - May 2010
    Assisted the company controller with bookkeeping management, including 30 million dollars in gross annual revenue, reconciliations between four retail store locations, tasks included but were not limited to managing daily sales transactions into a master spreadsheet that were reconciled daily, performed monthly bank reconciliations of multiple operating accounts, prepared the monthly working papers for financial statements and month-end reports, assisted in employee pension plan valuation including 401K and profit sharing, assisted in the preparation of annual W2 and 1099 forms.

Erin Bradshaw Education Details

  • The University Of Montana - College Of Business
    The University Of Montana - College Of Business
    Accounting

Frequently Asked Questions about Erin Bradshaw

What company does Erin Bradshaw work for?

Erin Bradshaw works for Edward Jones

What is Erin Bradshaw's role at the current company?

Erin Bradshaw's current role is Financial Advisor at Edward Jones.

What is Erin Bradshaw's email address?

Erin Bradshaw's email address is er****@****nes.com

What is Erin Bradshaw's direct phone number?

Erin Bradshaw's direct phone number is (800) 879*****

What schools did Erin Bradshaw attend?

Erin Bradshaw attended The University Of Montana - College Of Business.

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