Continuing to serve you in a thoughtful way.

Throughout the challenges of recent months, we’ve continued to safely serve investors’ needs. As we gradually reopen our offices to in-person appointments, our approach will be thoughtful and individualized to each location. Learn More

Hurricane Sally

If your Edward Jones branch is temporarily closed due to Hurricane Sally and you need assistance, please call Client Relations at 1-800-511-5768 (Monday - Friday, 7 a.m. - 7 p.m. CT).

Intergenerational Planning

As an Edward Jones financial advisor, I believe in the value of developing deeply personalized relationships with my clients. These relationships often extend to their children and grandchildren, and in some cases, their aging parents, as well.

Life is unpredictable, and many investors face overlapping priorities like:

  • Paying for early childcare and planning for college education
  • Providing financial support or living arrangements for adult children
  • Helping parents transition from their home to a care facility
  • Passing a family business on to the next generation
  • Saving for retirement and planning for healthcare expenses

Everyone's family situation is unique, and that's where I can help. I'll evaluate your situation comprehensively and personalize your investment and retirement strategy to help balance your many needs at once.

I can also help as you begin to think through your future legacy and estate. I'll work closely with estate-planning attorney and tax professional to understand your preferences and plans for:

  • Asset transfer
  • Guardians for children or dependents
  • Health care decisions
  • Charitable intentions

Discussing finances across multiple generations can be uncomfortable, and I can help facilitate this discussion between you and your family. If you'd like guidance regarding this important conversation – or if you'd like to experience Edward Jones' unique way of doing business – please give me a call.

Edward Jones, its employees and financial advisors are not estate planners and cannot provide tax or legal advice. Individuals should consult a tax professional regarding their specific situation.

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