My career in the financial services industry began in 2016 when I joined Merrill Lynch. In May 2019, I made the transition to Edward Jones because the culture of the firm better aligned with my own beliefs. I also wanted the autonomy of running my own branch and Edward Jones has allowed me to do so.
I enjoy challenges and do not believe in the impossible. I followed my dreams when I took on the role as a minority, female financial advisor. I understood that I was pursuing a career in a male-dominated role, but I also know that anything is possible.
I am a Vietnamese, native Arkansan and an active member of I.C. Catholic Church in Fort Smith, AR. I am a single mother of three beautiful blessings: Callie (18), Titus (7) and Celeste (6). I believe in giving back and I stay active in our community by serving on the board of Heart to Heart Pregnancy Support Center and the community action board of Credit Counseling of Arkansas. I am also a power donor for the Arkansas Blood Institute.
Family is very important to me, and at Edward Jones, we focus on building lifelong relationships with our clients and their family. I believe it is important to invest my time to understand what you are working towards and your comfort with risk before I offer you investment advice. The process starts with a conversation. We will focus on topics such as:
- What is most important to you?
- What does retirement look like?
- What have you done to prepare?
- What does financial success mean to you?
- What are your top concerns?
We each have our own versions of financial success. Help me better understand your version. The above topics focus on steps 1 and 2 of our established 5-step process. Once goals have been determined, we will then work together throughout your life to build a strategy that is tailored towards your version of financial success. Your job is to dream; my job is to help you get from here to there. Let's talk! You can call or email me at [email protected].
- Entrepreneurs & Business Owners
- Retirement Savings Strategies
- Portfolio Reviews
- Business Retirement Plans
- New Investors
- Divorce Finances
My Personal Interests
- Spending Time with Family
Office Address2917 Old Greenwood Road
Ft Smith, AR 72903
Phone NumberChrissy Nguyen at (479) 649-9800
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