Before you can begin working toward achieving your financial goals, you must first define what's important to you and your family. Does that include putting your children through college? Making sure you've saved enough for retirement? Leaving something for your heirs - or something else? I can help you prioritize your needs and define your goals. Then, we will work together to develop strategies to help you work toward achieving them.
I joined Edward Jones as a financial advisor in 2009 after spending over eight years in financial services. Since working at Edward Jones, I earned my AAMS® professional designation.
I have Bachelor of Science degree in family financial planning and counseling from the University of Alabama as well as an associate degree in business administration from Northeast Alabama Community College.
I live in Scottsboro with my husband, Will, and my 13-year-old daughter, Bailey. Outside of work, I enjoy being outdoors with my family kayaking and hiking as well as supporting my daughter with her involvement with cheer and track.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what is important to you before you invest your money. Using an established process, I build financial strategies specific to my clients' goals. Once strategies are in place, I partner with my clients to help them continue to make wise financial decisions and stay on track.
My Senior Branch Office Administrator is Stephanie Gilbert. She has worked with me for 10 years. Stephanie graduated from Athens State University with a Bachelor of Science degree in business management as well as associate degree in business administration from Northeast Alabama Community College. As a team, we care about what matters most to you and are committed to providing you with the highest level of service possible.
Focus areas
- Retirement Savings Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
Focus Areas
- Retirement Savings Strategies
- College Savings
- Business Retirement Plans
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
Office Information
Phone Number
Becca Bradford at (256) 259-0313Branch Team
- Stephanie Gilbert
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Stephanie Gilbert
- Sr. Branch Office Administrator
Branch Team
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