I offer a genuine and authentic caring approach to anyone that I work with in all aspects of life. This is important to financial advice due to the importance and complexity of financial goals. I have an entrepreneurial spirit, a passion for people and love for life.
As an Edward Jones financial advisor, I offer tailored financial strategies specific to each situation by thoroughly understanding what is important to you and/or your family. Whether your goals include preparing for or living in retirement, paying for education or insurance needs, I offer investment solutions tailored to all your financial goals. Together, we monitor your progress to help ensure you stay on track or identify any adjustments that need to be made. Throughout our partnership, I'm dedicated to providing you top-notch client service. I also enjoy working with business owners and their business retirement plans.
My Edward Jones career began in 2015 where I became a limited partner in 2018. Prior, I was a vice president for Bank of America for nine years with 15 years in the financial sector. Born in Oklahoma and a Sooner, we moved to Flower Mound, TX where I graduated from Marcus High School. I earned a Bachelor of Business Administration in marketing from The University of Texas at Arlington.
My husband, John, is my very best friend in the world. We have two beautiful daughters, Lauren, 22, and Hannah, 18. I also adore my fur baby, Bandit. We enjoy spending time with family and our cherished best friends, who are our chosen family. We enjoy traveling to anywhere with a beach, watching all Dallas sports and boating with our lake family at Pier 121.
I am passionate about career counseling, networking and providing education in a judgment-free zone. I empower and lead women in our local community which led to creating The Power of W.E. (Women Encouragement) group in 2018 for women to collaborate. I am proud to call The Colony my home for over 19 years and enjoy serving my community.
My Personal Interests
- Spending Time with Family
- Community Outreach
- Outdoor Enthusiast
- Wine Collecting/Enthusiast
Office Address2540 King Arthur Blvd Ste 120
Lewisville, TX 75056
Phone NumberCatherine Jenkins at (972) 899-3021
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