There are so many questions surrounding the topics of investing, building and protecting wealth, retirement, education savings, estate and legacy considerations, and preparing for the unexpected that it can be overwhelming to think about. There is so much information available that sorting through it is often complex and confusing. Finding the right financial advisor can make a significant difference in simplifying the process for you and helping you achieve your financial goals.
My greatest satisfaction comes when my clients reach their goals because they have followed their financial strategy. Your life is unique, and there is no "one size fits all" for your finances and planning for your future. As your financial advisor, I am deeply driven to find out what matters most to you so we can create a personalized strategy, using an established process, to turn your life vision into a reality. I work hard to execute your customized blueprint to help make sure you stay on track so that your money is working for you, not the other way around.
As a professional with valuably diverse experience and perspective, I have a passion for helping people navigate through some of the more complex aspects of life, and I am glad to be able to do that with Edward Jones. Prior to joining the Edward Jones team, I spent a decade working as a tax accountant with a busy CPA firm in Houston, Texas. I have also had the privilege of working as a life coach and consultant alongside various businesses and community groups.
In addition to my role as a financial advisor, I enjoy spending time outdoors with family and friends exploring the Texas Hill Country, hiking the trails around the Greater San Antonio/Boerne area, kayaking the Guadalupe River or riding roller coasters at Fiesta Texas.
When you’re ready to develop a strong financial strategy or take things to the next level, let’s set up a time to talk. Your life and your financial future are important.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- College Savings
Phone NumberAnn B Barham at (830) 249-8286
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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