As a financial advisor, I believe it's important to invest my time to understand your goals before you invest your money. Working with you, your CPA, attorney and other professionals, I will help determine the most appropriate financial strategy for you and your family so that you may spend more time doing what you love with those whom you love. You identify the goal, we will create and implement the solution for you.
A 27-year veteran of the industry, I joined Edward Jones in 2009 by opening an office near the Catalina Foothills in Tucson.
In 1992, I earned a BS in economics from Texas Christian University. I completed the coursework for the CFP® professional designation from the Certified Financial Planner Board of Standards in 2007. The Certified Financial Planner Board of Standards awards CFP® certification to individuals who meet the boards rigorous requirements for professionalism in financial services.
I have been fortunate to receive many awards during my career, but I am most proud of the 2012, '14 & '15 Frank Finnegan Award the 2011, '13, '16 & '17 Jim McKenzie Award, and the 2018 Jack Phelan Award all for outstanding service efforts. In 2011-14, I received the Edward Jones Eagle Award for having a "clear vision of both client and business goals" over the prior year, which is still a cornerstone of my investment practice today.
My wife, Christy, and I have two children who are the light of our lives. Born and raised in Dallas, I started my career there in 1992. Christy and I moved to Tucson (her hometown) in 2001. I enjoy being active in the community, so I have served on many boards of directors and finance committees throughout southern Arizona. Today, my volunteerism is dedicated to my church and my kids' school, Pusch Ridge Christian Academy.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so my staff and I can spend our time helping you reach your financial goals.
Phone NumberDray Sterling at (520) 742-7490
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 12:00PM|
|Sat||By Appointment Only|
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