My career with Edward Jones began in 2010 in Tavares, FL. My wife, Mary, and I have three children. We spend most of our weekends at ballparks and traveling. My family values inspire me to be the financial advisor I am today.
I attended Northwood University out of West Palm Beach, FL and graduated with a Bachelor of Business Administration degree majoring in international business with a minor in Spanish.
I am currently honored to be a board member of the not for profit Venture International Academy out of Tavares. The Academy has assisted international students wishing to participate in a career-based or college preparatory day or boarding schools in the United States.
As an Edward Jones financial advisor, I believe in putting my clients' interests first. In order to do this, I believe building long-term relationships with my clients is important in order to help them achieve their long-term and short-term financial goals. My branch office administrator, Patti Anglis, joined Edward Jones in 2018 and is dedicated to providing you with the highest level of service possible. We have developed and refined a process to put all the pieces of the puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to keep you on track.
Please contact us to discuss your situation and options. We look forward to speaking with you!
My Personal Interests
- Coaching Sports
- Cooking
- Golfing
- Hockey
- Outdoor Enthusiast
Personal Interests
- Coaching Sports
- Cooking
- Golfing
- Hockey
- Outdoor Enthusiast
Office Information
Office Address
816 S Duncan DriveTavares, FL 32778 opens in a new window
Phone Number
Adam E Bornstein at (352) 742-2352Branch Team
- Patti Anglis
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
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Branch Team
- Patti Anglis
- Branch Office Administrator
Branch Team
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