My connection to Edward Jones began over three decades ago when my father began his career as a financial advisor. Seeing him serve clients gave me the desire to one day do the same. Now, with over 20 years as a financial advisor at Edward Jones, I work with a select group of families in Arizona and across the country. While striving to understand what is important to you, we use teamwork and an established process to put together a customized strategy to not only help you reach your financial goals but also to help keep you on track as you go through life.
I attended University of Arizona in Tucson, graduating in 1999 with a bachelor's degree with a major in finance. Believing it would help me serve clients better and more deeply, I pursued and completed my CFP® designation in 2011.
In 2006 I accepted an offer to become a limited partner with Edward Jones. Over my career, I have held numerous roles in the region, including recruiting, training and mentoring new financial advisors. I have a passion for helping others achieve success in all areas of their lives. I believe everybody wins when we choose to invest time and energy into those around us.
My wife, Bridget, and I have been married for 15 years and have three sons: Christian (11), Jack (13) and Isaiah (14). We have a love for children and have been involved in the Arizona foster care system since 2014. We enjoy keeping in touch with the numerous children we have provided a temporary home for and feel blessed to have them in our lives. When we are not busy with sports and school activities, we love traveling around the US and abroad.
I'm joined by talented branch office administrator Julie Weinmann, a 10-year veteran of Edward Jones who strives to give you the highest level of service. Together, we believe that relationships are critical and aim to provide the ideal client experience.
Phone NumberBret L Seeley at (480) 497-1232
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