As your Edward Jones branch team, Ellen and I have over 40 years of experience in finance and banking and worked together at a Fortune 500 company* before joining Edward Jones.
What you should expect from us:
1. We want to understand what's important to you.
2. We will use an established process to build personalized strategies to help you achieve your goals.
3. We will partner together throughout your life to help keep you on track.
We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Call us to schedule time to chat.
*Fortune 500, published May 2022, data as of December 2021. Compensation provided for using, not obtaining, the rating.
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Car Restoration
- Auto Racing
Phone NumberDavid M Trainor at (610) 998-9046
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