I became a financial advisor with Edward Jones to serve families in a deep and meaningful way. It is an honor to help my clients organize, plan, protect and transfer their wealth.
I have spent my professional career working with hundreds of individuals and families. I help local business owners manage their finances and grow their businesses. Many of my clients approach me for help with inheritances, settlements and sale proceeds of businesses and homes. I am especially passionate about partnering with women going through major life changes.
Our clients want to be financially organized. They want to feel understood, informed and in control. They want our conversations to be easy to understand and our costs to be transparent. By understanding what's most important to you and having an established process, we can create personalized strategies to help you achieve your unique goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk.
I do not do all of this alone. My Branch Office Administrator, Marsha, works hard for our clients, providing prompt attention to their needs. Our team is happy to collaborate with you, your tax preparer and your legal professionals as needed. I am licensed in multiple states and have created a seamless process to work with you and your loved ones, no matter the location.
In my personal life, I am a wife and a mother of two very active boys. I serve on the Board of Directors for Harrison County CASA and volunteer through my church, 4-H, and Bridgeport Rotary. I love traveling, reading, and learning the farm life.
You deserve to feel good about your finances. Wherever you are on your financial journey, it's beneficial to have a guide and a partner. Let's talk.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Spending Time with Family
Phone NumberBecky Burns at (681) 456-0055
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