As an Edward Jones financial advisor, I am dedicated to helping my clients understand and meet their financial goals. I believe by working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I joined Edward Jones as a financial advisor in 2000 and work with many clients in the area. I have served the firm as a mentor and a field trainer for other financial advisors. I also became a limited partner with Edward Jones.
Edward Jones has strong values, such as a belief in the individual and in personal relationships, and treating our customers as we would like to be treated. These beliefs shape the way we do business every day. We are focused on the serious, long-term individual investor. We are committed to a long-term investment philosophy that emphasizes quality and diversification.
I joined the United States Army in 1991 and I have 10 years of leadership experience in financial operations with the defense and accounting service. I am a recipient of the Meritorious Service Medal.
A 1996 graduate of Western International University, I hold a Bachelor of Science in management information systems, computer technology information systems and finance and accounting.
I am a recipient of Edward Jones' "Ted Jones Spirit of Caring Award".
My wife, Lortine, and I have two children. I am an active member of the community.
My branch office administrator, Lisa Argauer, has 14 years of experience and is dedicated to providing you with the highest level of service possible. Together, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique financial goals and needs.
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Savings Strategies
- Wealth Strategies
My Personal Interests
- Community Outreach
- Culinary Arts
- Health & Nutrition
Phone NumberChad Fertil Sr at (321) 729-9008
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