As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. You will regularly hear me ask, "What do you want this money to do for you?"
Once we find out what's important to you, we identify your financial goals, create a strategy to hit those goals, and at least annually, we review your progress. We then work closely with you, your CPA, your attorney and any other professionals on your team to help you stay on track.
I began my career at Edward Jones in 2006 here in Mt. Vernon. In 2011, I received the AAMS® professional designation, and in 2022, I obtained my CERTIFIED FINANCIAL PLANNER™ professional certification. Before Edward Jones, I was an agricultural and commercial banker for over 10 years.
Originally, from Mill Shoals, IL, I have lived in Mt. Vernon since 1999. In the past, I've served my community by volunteering and leading our local Lifeboat Alliance homeless shelter, Rotary, YMCA, CASA, United Way, Summersville Grade School and C.E. Brehm Memorial Library. My family and I attend Central Christian Church here in Mt. Vernon.
I earned a bachelor's degree in agribusiness economics from Southern Illinois University in Carbondale in 1992, and an MBA from Southern Illinois University at Carbondale in 1994.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our local office so we can help you reach your long-term financial goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- History and Museums
- Art & Theater
- Outdoor Enthusiast
Phone NumberChad D Curd at (618) 242-7870
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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