One-size-fits-all may be fine for some investors, but I believe investments should be personalized to your specific goals. I create investment and financial solutions that are centered around the most important question; what is most important to you?
In fact, one of the many reasons I chose Edward Jones is because our number one priority is placing our clients' interests first.
In 2016, I began my Edward Jones career as a financial advisor in St. Augustine, FL, and I have been working to help my clients achieve their financial goals ever since. I hold a Series 7, Series 66 and a Life and Health 0215 license to serve all of your wealth strategy needs. I also hold the Accredited Asset Management Specialist™ designation.
Originally from Indiana, I moved to Florida to attend the University of North Florida on a basketball scholarship. Upon graduation in 2000, I spent the next 14 years of my life as a teacher and basketball coach.
My wife, Jodie, and I live in St. Augustine and are the proud parents of two wonderful children, Van and Keala. I am an active citizen of St. Augustine, serving as a member of the St. Augustine Lions Club, St. Johns County Sports Club and on the Board of Directors for Teacher's Aid for Student Knowledge (TASK) of St. Johns County. I also serve the community by coaching baseball and softball for St. Augustine Little League and basketball at the St. Augustine YMCA.
Carol Hageman is our branch office administrator. Carol brings over 20 years of office management and excellent customer service experience. During their free time, Carol and her husband, Steve, enjoy golfing, going to the beach and playing with their dogs.
Carol and I value your time and focus on what is important to our clients. I use an established process to develop personalized strategies to help you achieve your goals. If we can ever be of service to you, please let us know.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Sports Enthusiast
- Outdoor Enthusiast
Phone NumberCory Caplinger at (904) 460-1200
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