I began my Edward Jones career as a financial advisor in 2009. I received the AAMS™ professional designation in 2012 from the College of Financial Planning.
Our team has a passion for helping the serious, long-term investor achieve their financial goals. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We do this by knowing our clients and their families, and understanding what they want, need and value. We partner together through an established process to help them achieve their personal and financial goals.
When we work together, we'll have conversations about your hopes and dreams. "It is 8:00 in the morning. You just finished breakfast. What are you going to do today? What new destinations are you going to visit?"
From a legacy view, what do you want to leave to your family? How do we efficiently pass assets to your loved ones? Do you want to pay for your grandchildren's weddings? Have you promised a unicorn ranch to your granddaughter?
My team will work closely with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you and your family. We are located in your local community. I chair the West Point Interview Board for Congressman Waltz and am a member of the Military Officer's Association of America.
I graduated from Merritt Island High School in 1980 and from the United States Military Academy at West Point in 1984. I earned a Bachelor of Science degree in general engineering. I proudly served as a Captain in the United States Army, stationed at Fort Bragg, N.C., for six years.
My wife, Lee, and I were married in 1986 and have two children: Bryce and Alyssa. Lee works in human resources at Daytona State College.
My branch office administrator, Cindy Stidham, has over 20 years of experience in the industry. She is dedicated to providing you with the highest level of service possible.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Military Professionals & Veterans
My Personal Interests
- Personal Fitness
Phone NumberAlan Thornton at (386) 446-5391
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