I was told growing up that, if you love what you do, you’ll never work a day in your life. As an Edward Jones family member since 2003, I can attest to that statement. Helping people is my purpose.
It’s a blessing to partner with clients by understanding not only their comfort level with the ups and downs of the market, but also what’s most important to them. Putting my clients' interests first, creating a customized strategy to help them achieve their long-term goals and partnering with them throughout their life to help them stay on track are what I enjoy most about what I do.
On a personal note, faith and family are paramount in my life. My husband, Mark, and I have made Independence our home, allowing us to be close to our respective offices. We are the proud parents of three grown children and recently became grandparents, which is more fun than words can articulate!
Helping the community is also very important to me. Teaching finance groups, leading worship or writing songs that inspire and empower are a few ways I add value to my community.
Partnered with my branch office administrator, Kristen Corlett, we develop and nurture meaningful relationships with each of our clients. By working with their CPAs and attorneys, we integrate tax and estate considerations. Additionally, we help our clients protect their financial goals and family by preparing them for the unexpected.
Our team looks forward to providing you with the ideal client experience fitted to your specific needs and assisting you in turning your dreams into achievable goals. When you are ready to take the next step or if you'd like a second opinion on your current financial portfolio, please give us a call to schedule an appointment.
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- Floral Design
Phone NumberAndrea N McMillin at (816) 461-0120
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