Welcome to Edward Jones. As an Edward Jones financial advisor, I believe that it's important to invest my time in understanding what you're working toward before you invest your time and money. I believe that investments should be tailored to your needs, whether those goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance for your loved ones.
In 1999, I began my Edward Jones career as a financial advisor in Wenatchee, having left another firm that I started with in 1982. I passed the Series 7 and 63 exams in 1992, followed by the Series 65 in 1993. In 2007, I earned the AAMS® designation given to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. That same year, I passed the Series 66 exam as well. After moving to Ephrata in 2005, I have continued to build my business and serve this community.
In 2019, a couple of friends and myself started a non-profit pet rescue. We have rescued and adopted out over 600 dogs/puppies and cats/kittens since we were founded. Saving helpless animals who cannot speak for themselves inspires me to be a better person.
My senior branch office administrator, Dawn Bennett, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions or concerns. She also loves saving the lost pets of Grant County.
You deserve a trusted financial advisor who understands what is important to you. My commitment to you is to always be accessible, responsive and engaged in your financial endeavors. I'm focused on you and your goals and making sure that you reach them.
- Business Retirement Plans
- Insurance & Annuities
- Retirement Savings Strategies
My Personal Interests
- Animal Rescue
- Active Lifestyle
- Outdoor Enthusiast
Phone NumberBonnie J Helvey at (509) 754-4370
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