In 2001, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Bandon.
I became a partner with Edward Jones in 2011. I have served the firm as a member of the regional leadership team, a field trainer for new financial advisors, a coach for more advanced financial advisors and as a visiting veteran in classroom settings in both our St. Louis and Tempe training centers.
I earned a bachelor's degree and did graduate work in biochemistry at San Diego State University in San Diego, CA. I started and operated a small business in San Diego for 27 years prior to moving to Bandon. In addition, I received the Accredited Asset Management Specialist™ professional designation, AAMS®, in 2004. 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.
I have four children and eight grandchildren. Originally from Chicago, IL via San Diego, CA, I have lived in Bandon since 2000.
I am active in the community, and am a past president of the Bandon by the Sea Rotary Club, a former director of the Coast Community Health Center and a past president of the Bandon Chamber of Commerce.
My senior branch office administrator, Nora Thomason, 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. She also serves the community by being involved in the Bandon by the Sea Rotary Club.
Office Address1160 Oregon Ave S W
Bandon, OR 97411 opens in a new window
Mailing AddressPo Box 22
Bandon, OR 97411
Phone NumberBart Stein at (541) 347-8360
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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