As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and 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, so you have more options when you retire, regardless of what you decide to do.
A 1994 graduate of Texas A&M University, I hold a bachelor’s degree in business administration. In addition, I received the designation of AAMS®, Accredited Asset Management Specialist™. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My senior branch office administrator, Charlotta Vollmer, earned a bachelor’s degree in business administration from the University of Nebraska Omaha. She has 14 years of combined experience. She is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
Phone NumberBart Staples at (970) 493-0160
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