As an Edward Jones financial advisor, my priority is helping you enjoy long-term financial well-being. During my 15-plus years of experience in the financial industry, I have guided many clients like you throughout life's challenges and investment decisions. Envisioning retirement is your job. Helping you get there is ours.
My approach starts with understanding your goals. I invest my time in getting to know your needs and desires so I can create an appropriate strategy for you and your family. The next phase is a lasting partnership through which I can guide you, whether you're planning for retirement or trying to protect the financial future of your loved ones.
Financial advice can involve a variety of accounts and investments that I can help you identify and allocate, including IRAs, employer-sponsored retirement plans (i.e. 401K plans, pensions), annuities, equities, mutual funds and insurance. I also work in concert with your other trusted professionals (accountant, attorney, etc.) to help ensure you have a comprehensive strategy.
I graduated from the University of Arkansas majoring in finance. I was fortunate enough to receive a golf scholarship. I enjoy spending time with my wife, two children and I am an active member of my local church. Other hobbies include hunting, fishing and of course, golfing.
I’m a member of Wharton Rotary Club, director on the Chamber of Commerce and member of the Oak Bend Hospital Committee. Our office is located in historic downtown Wharton on the Courthouse Square. Stop by and say hello.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
Office Address128 South Houston
Wharton, TX 77488 opens in a new window
Phone NumberChad Faucett at (979) 532-1282
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:00PM|
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