Edward Jones

Edward Jones is a full service financial firm. Edward Jones offers a personal approach to investing and is ready to support your retirement, education savings and insurance needs.

Edward Jones takes a personal approach where clients work one-on-one with their financial advisor. When a person hires an Edward Jones financial advisor that financial advisor is the only one who has access to the client's accounts and knows the fine details of the client's financial goals and risk tolerance.

Using an established process, I gain a thorough understanding of my clients, their priorities, values and goals. After reviewing their current situation, I identify opportunities to build, grow and protect their wealth. Once their personalized strategies are implemented, I continue to do the heavy lifting by partnering with them to help keep them on track and adjust their strategy as their lives develop. I do not believe in sales tactics or "pushing products", relationships are more important than transactions.