As a Financial Advisor with Edward Jones, there is nothing more important to me than understanding what is most important to my clients. It is only after understanding their life situation, and what matters most to them, that I can truly partner and use my established process to develop a personalized solution that puts them on track to achieve their goals; whether that be saving for retirement, saving for college education, protecting their wealth, or planning for the unexpected.
Solutions could include consolidation of retirement assets (401K & TSP roll-overs), IRA (Roth/Traditional), 529 College Savings, Custodial, SEP, SIMPLE, 401K, Insurance: Term, Permanent, Disability, Long-Term Care.
My clients can expect honesty, proactive communication, caring, compassion, and strategic investment solutions. My goal is to be a resource and partner to my clients, and their family, throughout their lives as we work together to stay on track to reach their goals as life circumstances evolve and change.
Edward Jones is a full-service financial services firm that has helped make sense of investing for the long-term, serious individual investor for over 90 years. We help nearly 7 million clients and manage over a trillion dollars in assets. We take the long-view on investing, choosing companies that we believe have proven, solid and stable track records.