As I started my career path in the early stages of my life, I was in the retail banking side of financial services. Starting as a teller, I rose to the ranks of a supervisory position within six years in the Palms Springs, California area. I later transferred to my hometown of Yucca Valley at a local savings and loan to be closer to my young family and remained there for four years.
In May of 1999, I was hired as a Branch Office Administrator with Edward Jones in Yucca Valley. As I did in my prior positions, I learned quickly and assisted my financial advisor in training new advisors and coaching them while they built their own practices. I helped in many other capacities throughout my career as a Branch Office Administrator as well. In my first three years with the firm, I earned the promotion as Senior Branch Office Administrator. This propelled me into assisting at a higher level. I trained, coached and help other Branch Office Administrators and was recognized with several awards and limited partnership offering.
As my career progressed, I decided that I wanted a higher level of client interaction. I became a financial advisor in August of 2007 and have been doing so ever since. I pride myself as a client focused financial advisor. I want everyone to have a pleasant, educational experience while allowing me the privilege of helping them reach their goals.
My ideal client is someone who is in need of planning for retirement solutions, legacy strategies and help preparing for the unexpected and wants to be involved in their success.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
- Fine Dining
Phone NumberAlexa V Lawson at (760) 365-6841
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