I began my career with Edward Jones during the Great Recession of 2008. I was struck by how many people I met who were receiving little, if any, communication from their financial advisors during the financial crisis of the time. Many of them turned to me as their trusted financial advisor, and I haven’t forgotten the lessons I learned of how important it is that people feel cared for and properly advised about their money and financial goals.
What makes this role especially rewarding is that this kind of personal care was modeled to me firsthand as an Edward Jones client. My financial advisor guided me through the “Dot Com” Recession of 2001 and the ensuing shock of 9/11. His patience, guidance and knowledge provided me the confidence to stay true to my own personal financial goals.
For more than a decade, my team and I serve individuals and business owners both locally and across the country. Our clients are distinguished in that they value tailored advice, personalized service and professional collaboration with their tax and legal specialists.
I am active in my community and serve with the local Rotary Club. I am a Minnesota native and met my wife, Elizabeth, while living in Florida. We have a son, Oscar, who loves outdoor adventures with us and our golden retriever, Brody. We enjoy camping, fishing, traveling to new places and craft breweries.
You should connect with me if:
- You are retired or nearing retirement and seeking a retirement strategy.
- You are a business owner or selling your business or practice and are in need of advice and guidance.
- You are in your higher income savings years and would like a second opinion on your current strategy. We will address four items: Are you on track? If not, how do you get on track? We will review performance and risk in your portfolio. And finally, we will review fees to ensure they are in line with the services you are receiving.
Get in touch with us at 828-369-5383 or [email protected].
My Personal Interests
Office Address81 W Main St
Franklin, NC 28734
Phone NumberBill DeWandeler at (828) 369-5383
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:30PM|
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