2021 marks my 17th year as a financial advisor with Edward Jones. I am truly blessed to have been able to help so many clients achieve their financial goals throughout the years. I have built my practice helping one client at a time, and believe that integrity and mutually respectful relationships are the foundation of my success.
My 14-year career in public accounting at Arthur Andersen, coupled with my tenure in investment banking, have contributed to my experience in the markets, investments and financial services. My background has enabled me to help my clients navigate through the often unsettling economic circumstances we have found ourselves in over the years: be it 9/11, The Great Financial Crisis in 2008 or COVID-19.
I would be remiss if I did not mention my wife and best friend, Deb. We have been married for 24 years. She challenges me daily to be the best financial advisor, husband, father and friend I can be. She and our five children are the reason that I wake up every morning and choose to pursue excellence. I believe so strongly in the Edward Jones offering, and our firm’s conviction to do what’s best for the client, that I am encouraging our children to pursue this same career path.
Our family is committed to giving back to the community. We are active in our church – volunteering our time and talents to spread the gospel and serve others.
My branch office administrator, Rhonda Ross, is definitely the most valuable member on my branch team! I am exceedingly fortunate to work with such a seasoned veteran who has been with Edward Jones for 32 years. What does she bring to the team? Her southern charm, vast knowledge and dedication to the highest level of client service.
Our team is here to help you achieve your financial goals. It all begins with a conversation, so give us a call or stop by. We welcome the opportunity to get to know you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
Phone NumberBill Cundiff at (219) 513-2157
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