We all have a story. My story, and I will spare you the details, led me to Edward Jones, inspired me to be a financial advisor and infused me with the passion to help others.
Many things determine the trajectory of our lives, and our financial wellbeing is a big part of it. Since 2008, I have been afforded the privilege of helping individuals, families and small business owners throughout their financial journeys. It is my pleasure and my responsibility to serve my clients by helping them organize, plan, protect and transfer their wealth.
I focus on being approachable and open. The investment world doesn't have to be so complicated. I want my clients to walk away knowing why I am suggesting an investment/strategy, what to expect from it and how much it will cost them. My goal for every interaction is to add value to the financial life of each of my clients.
An essential extension of the service that I provide to our clients is my branch office administrator, Belinda Jordan. Belinda's competence, skillset and genuine care for our clients creates an experience that is simply hard to beat.
On a personal note, I am the mother of two wonderful children, Lola Grace and John Harper. I enjoy playing tennis and spending time on our beautiful lake here in Santee.
If you are looking for a financial advisor, I invite you to experience the personal service and dedication we offer. A conversation is a great place to start.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- College Savings
My Personal Interests
- Home Improvement
- Wine Collecting/Enthusiast
Office Address625 Bass Drive
Santee, SC 29142 opens in a new window
Phone NumberCuen Bennett at (803) 854-3110
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