I believe it's important to invest my time to thoroughly understand what you're working toward before you ever invest your money. I've been a financial advisor at Edward Jones for over 12 years and have earned the professional designation of Accredited Asset Management Specialist® (AAMS®).
Prior to joining Edward Jones, I spent 24 years serving in the military. During that time, I established and refined my leadership and coaching skills which have translated seamlessly to serving my clients today. In addition to serving my clients, I've held a number of different leadership, coaching and mentorship roles within Edward Jones and my community.
I serve a diverse group of clients including business owners, executives, engineers, industrial professionals and retirees. I help my clients develop strategies for sustained, long-term success; whether your goals involve creating wealth, spending your wealth, protecting your wealth or transferring your wealth, my team and I will partner with you to help make your financial goals possible.
In order to provide client-centric wealth strategies and comprehensive financial services, my team and I routinely collaborate with our clients' CPAs, attorneys and other trusted professionals in order to create the most optimal solutions. Our process allows us to not only uncover opportunities but also help mitigate unnecessary risk for our clients while delivering the most ideal experience.
If you value a goal-driven team that will partner with you for the long haul, reach out to us today. I look forward to hearing from you.
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Military Professionals & Veterans
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Health & Nutrition
- Personal Fitness
Phone NumberDevin Brooks at (225) 677-8117
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