I began my Edward Jones career in 2007 as an academic training leader in St. Louis, MO. I became a limited partner with Edward Jones in 2014 and transitioned my career to the Dallas area in November 2016 to serve the community as your trusted financial advisor.
I attended Tennessee State University and graduated cum laude in 2004 with a bachelor's degree in business information systems. Scott, my husband, and I have been married since 2014.
I believe it's important to invest time to understand what's truly important to you and what you're working toward before you invest your money. I find it mutually valuable to partner with you and your CPA, attorney, trustees and other affiliated professionals, to determine the most appropriate financial strategy for you and your family.
My relationship with you will be built on integrity, ensuring we are putting your family's financial future first. Through your life journey, I will provide you and your family with professional guidance to help you better prepare for the unexpected detours and possible blind spots that could affect you from reaching your goal on your own.
My branch office administrator is dedicated to providing you with the highest level of service possible. Our clients tell us that we are compassionate and sincere, treat them like family, and that I have the ability to help clients understand difficult concepts.
If this is the type of ongoing relationship you would like to have with a professional financial advisor, I encourage you to give us a call for a conversation at 972-907-1698.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Roller Skating/Rollerblading
- Personal Fitness
Phone NumberCassandra J Spencer at (972) 907-1698
|Mon||Closed for Holiday|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:30AM|
|Sat||By Appointment Only|
- Web Conferencing
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