I have been a financial advisor with Edward Jones for more than 15 years and have worked in the finance industry for more than 26 years.
I help my clients prepare not only for their own financial futures but also for the financial futures of their families and future generations. My clients are diverse, ranging from individual investors to families to business owners. Women are a particularly important group to me, especially because I feel as though they have been overlooked and ignored for years. In my interactions with all of my clients, exceptional client service is a principal focus.
Using an established process, I build for my clients personalized financial strategies that are designed to help achieve their goals. To gain a thorough understanding of what is important to my clients, I take the time to truly listen to them and their stories. Once the strategy is implemented, we maintain regular contact so that any developments or changes may be addressed swiftly. In order to provide a comprehensive service, I collaborate with your CPAs and attorneys, always keeping client information confidential.
Educating people about their financial situations, as well as business, finance and the economy, is one of the aspects I love most about being a financial advisor. I empower my clients with knowledge and meticulous financial strategies to help them reach their financial goals. The opportunity to make a profound difference in the financial lives of my clients and their loved ones is a true blessing.
Outside of my role with Edward Jones, I am involved with the Greece Rotary, Alzheimer's Association, the Greece Chamber of Commerce and the Young Entrepreneur's Academy. My other hobbies include golfing, swimming, gardening, biking and teaching swimming for the American Red Cross.
- Estate & Legacy Strategies
- Divorce Finances
- Retirement Savings Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
Phone NumberDiane J Hennekey at (585) 723-6850
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