In 2008, I joined Edward Jones, motivated by its foundational beliefs of well-balanced portfolios and personal relationships. For the past decade, I have provided guidance to countless individuals and business owners. Working with my clients' tax and legal advisors, I develop strategies that encompass major expenditures, small business needs, income strategies, unexpected life events and estate strategies. As I accept new clients, I highly value responsive, regularly involved, mutually respectful clients. Are you seeking the same qualities in your advisor?
I hold an AAMS® designation awarded to individuals who complete the program and commit to its code of ethics. Along with the General Securities Representative Qualification (Series 7) and Uniform Combined State Law Exam (Series 66), I am registered with four regulatory organizations in 17 states. I hold an insurance license with 10 of the nation's leading providers of life, long-term care and annuities.
Edward Jones serves 7 million investors in the U.S. and Canada. With over $9.5 billion in annual revenue, the firm manages over $1.3 trillion in assets. We have thousands of home-office associates and advanced technology supporting our branch office so that we can efficiently and effectively provide you with outstanding service. Clients with $2 million+ in assets are teamed with strategists from our Client Consultation Group to develop a custom-tailored wealth management strategy based on your unique needs. This is available at no additional cost and can be introduced prior to making the decision to join Edward Jones.
My husband, Bill, and I enjoy time with our children and grandchildren and being active in our church. Formerly, I owned and operated a small business in the downtown area for 12 years, which allowed me to closely come to know the community I serve.
We are located in historic downtown Ft Myers. Call today and let us help you develop a complete, tailored strategy to achieve your financial goals.
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