As a financial advisor at Edward Jones, I consider it a privilege to be able to serve the needs of our communities, and to create individually tailored strategies with my clients. I was born and raised right here in Longmont, and it has been my life goal to give back to the place that I call home.
Our established process at Edward Jones starts with us working together to figure out what your individual picture looks like and building out your strategy from there. Our branch office administrator, Wanda Hodgell, will also help to serve you with excellence, with years of expertise in the banking and financial industry.
My career at Edward Jones has developed from many experiences. At Metropolitan State College, I developed a thesis on education reform and built valuable communication skills. I graduated with honors in music performance and Spanish language studies. To this day music is still a passion in my life and performing is something I've enjoyed greatly over the years. Another cherished experience from that time was being able to study abroad in Spain, where I got to walk the famous Camino de Santiago.
Coming out of school, it was important to me to continue to pursue excellence. After working in healthcare and the restaurant industry for more than half a decade, I decided to move on to insurance. Eventually, I was managing an entire sales staff for the largest agency in the nation and I built a strong foundation of valuable insight to offer to my clients. I didn't do that alone, and that is where I learned the value of having a great team to support you.
At Edward Jones, our goal is to be your team. We aspire to partner alongside you, learn about your goals and help you create a legacy that will last. Call our office and schedule an appointment so we can discuss your options; we look forward to speaking with you.
My Personal Interests
- Spending Time with Family
- Art & Theater
Office Address636 Coffman Street Suite 202
Longmont, CO 80501
Phone NumberAnthony B Yale at (303) 774-0110
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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