My father was a math teacher, and at an early age he educated me about the discipline of saving for a goal, which instilled my passion for helping others to do the same. You could summarize it by saying, "Financial discipline can provide the reward of lasting security, allowing you to do what you love." I began my career with Edward Jones in 2000 and became a limited partner with the firm in 2005. My husband, Reid, and I have two sons, Hank and Tate. We also have a sweet Labradoodle named Gertie.
We enjoy building relationships in our Edward Jones office by understanding what's most important to you, our client. Whether you walk in or call in to our office, our goal is to create an environment where you feel welcome and comfortable. Melissa, my branch office administrator and I seek to provide a culture of service, which is why so many clients have been with us long-term. Our focus is you, and learning what you want your money to do for you.
I have an established process that enables me to co-create with you a personalized financial strategy designed to help you accomplish your goals. As our relationship grows, our partnership will grow as well, to keep progressing toward building wealth for you and for generations to come. I also welcome the opportunity to work with your accountant, attorney or other trusted professional to leverage their expertise. Teamwork makes the dream work.
The best part of my role is working with those that understand the importance of planning and are interested in working the plan to build, maintain and protect wealth. I enjoy the fact that my work includes getting to know my clients and their families on a personal level, who in turn, refer their friends. It's rewarding to build memorable long-lasting relationships that carry over to the next generation.
If you appreciate the type of service we offer, I look forward to hearing from you.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Employee Stock Options
My Personal Interests
- Spending Time with Family
- Art & Theater
Phone NumberDonna Wilson at (636) 332-7914
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