Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of your decision.
There are three things I strive to provide my clients throughout our time working together, and those are a clear explanation of the investments I recommend, timely updates on market conditions and volatility, and transparent descriptions of costs.
I chose to partner with and work for Edward Jones for three reasons. One, they are a privately-owned partnership, which best positions me to put your needs first. Two, Edward Jones has thousands of people and advanced technology that support my office so that I can advise you on the service and feel of a local office. And three, I live in the communities I serve, which allows us to be accessible to our clients and invest in where we live.
All of these allow me the ability to create tailored solutions for our clients with various needs, including for individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations, for high-net-worth clients who are looking for tax-sensitive solutions, or for small business owners who want to invest through their company or develop a strategy for their portfolio.
My Senior Branch Office Administrator, Sharon Stubbs, has dedicated many years to providing the highest service possible. Please don’t hesitate to call with questions concerning your statements or your account in general.
We are here to help you achieve your financial goals. I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. It all begins with a conversation, so give us a call or stop by to get started.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- LGBT Finances
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Movies & Entertainment
- Health & Nutrition
Phone NumberAnthony J D'Angelo at (313) 884-0175
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