Prior to joining Edward Jones, I spent thirty years in the life and health insurance industry helping my clients prepare for the unexpected and 11 years as a local business owner growing a small restaurant in Cartersville. I am a longtime member of the Cartersville - Bartow County Chamber of Commerce. I've lived in the Cartersville - Bartow County area for over forty years.
My wife Laurie, and I have two children and five grandchildren. Kristen Woody is married to Jeremy Woody and their two children are Karson and Paisley. Brandon Strange is married to Lauren Strange and their three children are Dominic, Jeremiah and Nora. I have been blessed with a great family
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that they have for them and their family. We will partner together to help make sure you stay on track to reach those goals.
Whether it's planning for retirement, saving for college or just trying to protect the financial future of the ones we love, we take the time to identify each goal and develop the strategy to address it.
During our initial visit, I will ask a number of questions to help ensure I truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.
Focus Areas
-Retirement Savings Strategies
-Insurance and Annuities
-College Savings
-Estate and Legacy Strategies
-Retirement Income Strategies
-Portfolio Reviews
I have found that my clients truly appreciate the time I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation 770-607-0114. I look forward to helping you achieve your financial goals.
Office Information
Phone Number
Derek W Strange at (770) 386-4545Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Sat | Closed |
Sun | Closed |
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