I have over 35 years of experience in the finance industry. In order to better serve my clients, I earned the certification of CERTIFIED FINANCIAL PLANNER™, CFP®, in 2015 and prior to joining Edward Jones, I was a CPA since 1990.
How we work together:
I have a passion for helping people achieve their financial goals. Using an established process, I take the time to listen closely to and understand our clients and their goals. After gaining an understanding of their needs and concerns, we partner with clients to design unique and individualized financial strategies. I also educate and inform my clients about their options to ensure that there is unanimous agreement with the strategy. We collaborate with their CPA and estate attorney. Once the strategy is in place, I help our clients stay on track and make adjustments as needed, maintaining open communication with my clients so that any changes to conditions or strategies can be addressed in a timely manner. I feel blessed to have moved into my current role with Edward Jones and to have found my true professional calling.
Cindy Jones, Financial Advisor
Through previous roles as recruiting leader and area WINGS leader for Edward Jones, I have helped other financial advisors through mentoring, training and professional development. Outside of my role with Edward Jones, I am a member of the Houston Livestock Show and Rodeo committee, Houston Society of CPAs and Marilyn Smith & Founders' Legacy Foundation. I also enjoy fishing, hunting, golfing and running.
Tabitha Westmoreland, Branch Office Administrator
Cindy and I have worked together for four years and have been with Edward Jones since April 2014. I have spent my career in the customer service industry. I enjoy spending time with my family, camping and being outdoors.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Wealth Strategies
- Charitable Giving
Office Address2435 E Broadway St
Pearland, TX 77581 opens in a new window
Phone NumberCindy Jones at (281) 412-0200
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