I am a seasoned financial advisor with more than 24 years of experience in helping investors reach their goals. I believe it's important to invest my time to understand what your working towards before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I joined Edward Jones as a financial advisor in 1998 and became a limited partner in 2007. I have served the firm as a regional mentor and a visiting veteran at the home office.
My spouse, Judy and I have three cats and a dog. Judy and I have been married for 40 years. Our favorite activity is traveling, whether it be here in the United States or abroad. I am a member of the Oakdale Lions Club.
My senior branch office administrator, Debbie Carreira, has 28 years of experience serving our clients with the highest level of service possible. Please don't hesitate to call Debbie with any questions you may have. Debbie also supports the community by being involved in Soroptimist International of Oakdale.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. Please contact me to discuss your situation and options.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- College Savings
- New Investors
- Estate & Legacy Strategies
My Personal Interests
Mailing AddressP O Box 367
Oakdale, CA 95361
Phone NumberBryan T Greaves at (209) 848-8872
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