As your Edward Jones branch team, we believe it's important to invest our time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
I earned a bachelor's degree from the University of Delaware and a master's degree in finance from LaSalle University. In addition, I received the professional designation of CFP®.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My senior branch office administrator, Amy Caddell, is dedicated to providing you with the highest level of service possible. Please feel free to call her with questions concerning your statement, dividends, stock certificates or your account in general.
Amy and I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs. We would be happy to provide your friends and family with a second opinion regarding your current financial situation. Please give us a call.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
Office Address422 Exton Commons
Exton, PA 19341 opens in a new window
Phone NumberAndrew J Sheridan at (610) 594-2314
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