There's the old saying "The only constant is change" and the longer I live, the more I know that to be true. Some changes are exciting and planned – buying a home, building a family, starting a new job or retiring from a career. Some changes are unplanned – a health issue or injury, the passing of a loved one, the end of a marriage, being downsized. These changes are pivotal moments, and can really be the place where our partnership with you shines.
We never know when or what changes will come, so I make a concerted effort in getting to know what is most important to you, and connecting with you several times throughout the year. I believe your investments are more than just numbers on paper – they are the gas in the tank for your life's road trip. I want to be sure that we are making maintenance stops together along the way to help you enjoy the journey and arrive at the planned destination.
I became a licensed financial advisor with Edward Jones in early 2009 and in 2023 accepted the invitation to become a limited partner with the firm. I completed my Series 7 and Series 66 licensing and have earned and maintain the Accredited Asset Management Specialist™ designation and the Accredited Behavioral Finance Professional™ designation. I am master's educated and currently service clients in Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Nebraska, New Jersey, New Mexico, Texas, Utah, Vermont, Washington and Wisconsin – this list changes as the need arises.
Throughout my career, I have maintained community involvement through the Hoffman Estates Chamber of Commerce, the Children's Advocacy Center, the Hoffman Estates Park District, Holiday Heroes and more. I am available as a mentor to other Edward Jones financial advisors and have recently accepted a key leader role to promote diversity, equity and inclusion.
My husband and I will be celebrating our 10th wedding anniversary this year and are endeavoring to get back to running together. We spend our time taking the girls to their ice skating lessons, playdates, Girl Scout activities and on family vacations. We recently ignited our daughters' interest in board games and enjoy family bike rides and swim time.
Follow me on https://www.facebook.com/ejadvosorbeckykwong and please don't hesitate to call.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Socially Conscious Investing
- Portfolio Reviews
- College Savings
Office Information
Phone Number
Becky Kwong at (847) 285-3215Weekday | Availability |
---|---|
Monday | 09:00AM - 03:00PM |
Mon | 09:00AM - 03:00PM |
Tuesday | By Appointment Only |
Tue | By Appointment Only |
Wednesday | 09:00AM - 03:00PM |
Wed | 09:00AM - 03:00PM |
Thursday | 09:00AM - 03:00PM |
Thu | 09:00AM - 03:00PM |
Friday | 09:00AM - 03:00PM |
Fri | 09:00AM - 03:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 03:00PM |
Mon | 09:00AM - 03:00PM |
Tuesday | By Appointment Only |
Tue | By Appointment Only |
Wednesday | 09:00AM - 03:00PM |
Wed | 09:00AM - 03:00PM |
Thursday | 09:00AM - 03:00PM |
Thu | 09:00AM - 03:00PM |
Friday | 09:00AM - 03:00PM |
Fri | 09:00AM - 03:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Web Conferencing
Additional Hours
- Web Conferencing
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