My career as a financial advisor began because of the high level of personal service I received from Edward Jones as they helped with the 401K for the company that I owned. I knew that I wanted to be a part of a company that was truly client centered and cared deeply about building and growing relationships.
Having worked as budget and material analysts, procurement agent and director, as well as owning a business, the experience I gained working in both North and South America helped grow my understanding of fiscal and monetary policies and how they impact day-to-day business both locally and internationally. This background in economics helps me to customize a financial strategy to my clients' unique situations.
I am fulfilled every day as I meet one-on-one with clients to fully understand their current financial situations and what is important to them so that we can partner together to develop a systematic, personalized approach to meet their short- and long-term goals. My goal is to always act in the interest of my clients.
Fluent in Spanish, I enjoy working with clients in the Hispanic community. As a former business owner, I love helping other small business owners who want to invest through their company. I especially take pleasure in working with individual investors who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or leaving a legacy.
I delight in giving back to the community that I love by working with and sitting on a number of local boards including the Madison Chamber of Commerce, the Alzheimer's Association and the Hispanic Business Alliance. I am excited to serve as the diversity inclusion leader for our Edward Jones region.
My Branch Office Administrator, Rachel Neeley, and I strive to treat every person with kindness. If you don't have a financial strategy, I offer complimentary consultations. Let's start the conversation.
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Hispanic Family Finances
- Wealth Strategies
- College Savings
My Personal Interests
- Spending Time with Family
Office Address8097 Madison Blvd Ste 101
Madison, AL 35758
Phone NumberCarlos E Mendoza at (256) 772-0344
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