As your Edward Jones branch team, we believe it's important to invest our time in understanding what your goals are before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career as a financial advisor in 2006. I became a limited partner with the firm in 2010.
I attended Southwest Texas State University and graduated in 2005 with a Bachelor of Business Administration degree with a major in finance.
I've served the firm in several leadership capacities, including recruiting leader, field trainer and visiting veteran.
My wife, Mandy, and I have been married for 15 years and have two children: Sadie and Lucas. We enjoy sports, the outdoors and travel.
My senior branch office administrators are Tracy Maxfield and Marquis Tidwell. They have been with the firm since 1998 and 2008 respectively. Tracy and Marquis are dedicated to providing you with the highest level of service possible.
Together, we provide the investments, services and tools that our clients need to work toward their financial goals.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Wealth Strategies
- Employee Stock Options
- Portfolio Reviews
- Retirement Savings Strategies
Office Address813 S Palestine St
Athens, TX 75751 opens in a new window
Mailing AddressPo Box 827
Athens, TX 75751
Phone NumberAdam L Piper at (903) 675-9271
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