As an Edward Jones financial advisor, I have the privilege of serving my clients and helping them build a financially secure future. Dawn Timm, my branch office administrator, and I work to offer each client an ideal experience. Our greatest success comes with those who value professional advice and have multiple goals, such as planning for retirement, funding education and creating a family legacy. We utilize the tools we have at Edward Jones to help you achieve these goals.
We have an established five-step process in place to help ensure we are providing the highest level of service to our clients, working in conjunction with your CPAs and attorneys. The first step with any new client is to learn what is most important to you and what you hope to achieve. Only then can I develop a personalized strategy to help you reach those goals. Once that is in place, our partnership throughout the years will keep you on track and help you realize your dreams. I have lasting relationships that span multiple generations with several of the families I serve and many of our new clients come through referrals and introductions, of which we are proud.
In addition, as a financial advisor with a company committed to giving back, I am very fortunate to be able to make a positive impact in the community and in the lives of my neighbors. Outside the office, I am an active member of the Linden/Clark Rotary and Gateway Regional Chamber of Commerce, which includes the communities of Clark, Linden and Kenilworth. In coordination with local Family Success Centers, I provide monthly education seminars, working with libraries and senior centers, helping people plan for retirement both financially and in terms of life fulfillment. I enjoy watching both my children reach for their dreams with their college studies, the occasional trip to Disney World and spending any free time outdoors.
Visit us to see how we can help you reach your goals.
- College Savings
- Retirement Savings Strategies
- Intergenerational Planning
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
- Wine Collecting/Enthusiast
- Outdoor Enthusiast
Office Address62 Washington St
Clark, NJ 07066
Phone NumberAlan W Tennant at (732) 540-8747
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