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
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).
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:
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:
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.