As your Edward Jones branch team, we feel it's important to help our clients come up with a financial strategy. From educational savings to retirement savings to estate considerations, I can help with your options, regardless of what you decide. We do this by working closely with you and other professionals, such as CPAs and attorneys, to help determine the most appropriate strategies for you and your family.
Our branch team provides highly personalized service – all aspects of our business are aligned to help us better understand and meet our clients’ goals. Relationships are key, so we meet face to face with our clients to build strong, lifelong partnerships. However, we're not alone – the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I have been serving the town of Midlothian, TX and their financial needs for 12 years and enjoy every part of the community and its people.
My incredible wife, Stephanie, and I are both from Ellis county, and we continue to raise our two daughters, Parker and Brinkley, here as well. We enjoy our home in Palmer, TX with two dogs, Jackie and Foxy, and our cat, Winston.
If you have any questions regarding your financial options, I would like to help. You can reach out to our branch and we can begin to discuss your strategy.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address507 S 9th St
Midlothian, TX 76065 opens in a new window
Phone NumberAlan R Reese at (972) 775-2281
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