How We Work Together.
In a world where information is readily available, there is still confusion and questions surrounding the topics of investing, retirement, building and protecting wealth, education savings, estate and legacy consideration, and preparing for the unexpected. Over the past 12 years, I had the privilege to work as a consultant to financial advisors educating them and their clients on these topics as well as share a better understanding of capital markets.
Through this, I discovered my passion of helping individuals and families on how they may achieve their long-term financial goals. Edward Jones provided me an opportunity to take my experiences and passion to deeply serve the financial needs of those within my community.
At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.
Outside of my career, I am a graduate from Charleston Southern University where I played football and received a Bachelor of Science degree for business finance with an emphasis on macro-economics. As a son and grandson to Veterans, I have an admiration for those who gave the ultimate sacrifice and served our country. Also, my wife and I enjoy the outdoors whether we are planning a trip to scuba dive, go snowboarding, or simply play a round of golf at Tapatio Springs, where we are members.
I look forward to being a resource and serving those who are serious about their long-term financial goals.
Phone NumberCaleb K Clark at (830) 331-2176
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