One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, preparing for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all of your financial goals.
I joined Edward Jones in 1999, opening the firm's first branch office in Highlands Ranch, CO. I became a limited partner in 2011.
I hold the CFP® (Certified Financial Planner™) certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abided by the CFP Boards Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I have been active in business and civic affairs in Highlands Ranch for many years. I am also a member of The Chamber of Northwest Douglas County and a volunteer with Optimists.
My Senior Branch Office Administrator, Priscilla Bradley, has been with Edward Jones since 2011 and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, stock certificates or your account in general.
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.
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- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
- Special Needs Financial Considerations
My Personal Interests
- Scuba Diving
Phone NumberCarleton Bandy at (303) 683-2497
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