I have had the opportunity to serve families in Central Texas as a financial advisor with Edward Jones since 1998. I grew up in Waco, Texas and went on to receive my Bachelor of Business Administration from Texas A&M/Commerce and was a CPA before joining Edward Jones.
My daughter, Jennifer, still lives with me and we love being involved in our community and church. I was a founder and past president of the National Association of Female Executives (NAFE) chapter in Waco. Jennifer and I are also highly involved as volunteers with Make-A-Wish as she had a Make-A-Wish trip to Disney when she was 3 1/2 years old. (Jennifer was diagnosed with leukemia, which is cancer of the white blood cells, and went through chemo from ages 2 ½ to 5 years old). We have been Make-A-Wish Wish Granters for over 10 years.
Our office is dedicated to building meaningful and lifelong relationships with our clients. First, we want to understand what is important to you! Next, we develop personalized financial strategies to fit your unique situation and goals. Our office helps serious, long-term investors prepare for retirement, save for college and plan for unexpected financial needs. We can also help you with life insurance, long-term care needs, estate considerations and legacy planning which is all individualized just for you and your family's needs. My favorite part of my 20-plus year career with Edward Jones is to see my clients living their goals and dreams instead of just talking about them.
No matter your stage in life, we can build a strategy to help grow, protect and pass on your wealth. I look forward to the opportunity to serve you and your family.
- Portfolio Reviews
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
- Divorce Finances
Phone NumberDonna L Phelps at (254) 751-9613
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