I have been a financial advisor with Edward Jones for over 16 years. I have earned both the CFP® and AAMS™ professional certifications. I am honored to have been named among the top financial advisors with:
- Forbes Best-in-State Wealth Advisors ranking 2022*
- The 2022 Forbes Top Women Wealth Advisors Best-in-State**
I have a passion for helping others. I not only help clients achieve their goals but have also held numerous leadership and coaching roles within Edward Jones and my local community. These opportunities have helped me implement a philosophy that I use to understand and meet the unique needs of my clients.
I am proud to serve a diverse group of clients. Many of my clients are business owners, and all have been highly successful at what they do. I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth. I particularly enjoy working with charitably-minded clients and families that seek to create multi-generational wealth.
In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the most appropriate solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients. My team and I focus on delivering an ideal experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy and strive to simplify this critical part of life.
Outside of Edward Jones, I am an active member of the Edmond Rotary, the Edmond Chamber, the Downtown Edmond Business Association and the Oklahoma Planned Giving Council. I am also on the board of trustees for the UCO Foundation.
*2022 Forbes Best-in-State Wealth Advisors for Oklahoma, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
**2022 Forbes Top Women Best-in-State Wealth Advisors in Oklahoma, awarded February 2022, research by SHOOK Research, LLC. data as of September 2021. Compensation provided for using, not obtaining, the rating.
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Art & Theater
- Spending Time with Family
Office Address203 E Main St
Edmond, OK 73034 opens in a new window
Phone NumberCandace R Hobbs at (405) 330-3930
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