I began my career with Edward Jones in 2006 as a branch office administrator. Many times through those years I would tell my clients I would be there for them and I had no plans to ever leave. After over 13 years in the role, I was presented with an opportunity to become a financial advisor for the firm and one of the best decisions I ever made was to pursue that opportunity. I am continuing my passion to make a difference by partnering with my clients throughout their lives to help them achieve their financial goals. The relationships I have developed are what set me apart from an 800 number.
Every client has different needs and unique situations. Using an established process and an understanding of what is most important to you, I help create a customized strategy tailored to you and personalized to meet whatever changes you may have in your life. You will benefit from the ongoing monitoring to build, organize and protect your wealth.
On a personal note, I'm an "empty nester" and enjoy spending time with my two adult daughters, Elizabeth and Alyssa, and grandson, Levi. I have three daily companions, my two toy poodles, Bucket and Maizie, and yellow lab, Oliver. I moved to Minnesota from Texas in 1999 and consider Minnesota my home. I enjoy adventure, travel and philanthropy in my free time.
I would like to help provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
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- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- New Investors
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
Office Address1658 W 9th St
Winona, MN 55987 opens in a new window
Phone NumberAlana Wilson at (507) 615-0470
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