Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives.
As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
I was in banking management prior to beginning my Edward Jones career in 2008 as a financial advisor in Woodstock. Today, Edward Jones serves the Shenandoah County from seven convenient locations.
I graduated from Central High School in Woodstock in 1984, went on to Lord Fairfax Community College, where I studied business. I hold the AAMS™ professional designation from the College for Financial Planning. This designation is awarded to individuals who successfully complete the professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In addition, I hold a General Securities Representative (Series 7) license and a Uniform Combined State Law License (Series 66), as well as an insurance license.
My family and I have lived in Shenandoah County all of our lives. I have been married to my husband, Mark, for 36 years and we have two daughters. I am an active member of the community, serving as past president for the Woodstock Chamber of Commerce, now known as the Shenandoah County Chamber of Commerce. I am a member of the Woodstock Rotary Club, past chair of the Interact Club and past treasurer to the club, among many other volunteer activities and organizations.
Call my office at 540-459-2227 to schedule your free financial review. I take evening and weekend appointments. I look forward to working with you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Wealth Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Fine Dining
Office Address489 W Reservoir Rd
Woodstock, VA 22664 opens in a new window
Phone NumberAnn M Stalbird at (540) 459-2227
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