My first employment with Edward Jones was as a branch office administrator. Working in this role showed me what an amazing culture that Edward Jones offers. Never have I seen such a personalized approach to investing. The amount of care put into the specific planning for each individual client is only one of the reasons I love working for Edward Jones.
Now, as an Edward Jones financial advisor, my first goal is getting to know my clients on a deeper level. I need to understand what is important to my clients before I can make a suitable recommendation for their investments.
My ideal clients are those that are focused on thoughtfully working toward their long-term financial goals. Those goals can range throughout life from preparing for retirement, sending a child to college, all the way to estate and legacy planning. There is no single way to plan for these goals, that's why we strategically plan for each individual client's situation.
On a personal note, my husband, Paul, and I reside in the Lima area, and have three kiddos. One is a senior in college, and two are still at home. We love spending time together as a family, being outdoors and helping out in our community whenever we can.
I am excited to have the opportunity to learn more about YOU and your financial goals. It all starts with a conversation; let's talk.
- Portfolio Reviews
- Retirement Savings Strategies
- Business Retirement Plans
- Divorce Finances
- Estate & Legacy Strategies
- New Investors
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Wine Collecting/Enthusiast
Office Address404 Hamilton Road Suite 3
Wapakoneta, OH 45895
Phone NumberAnn E Meiring at (419) 738-5893
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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