As an Edward Jones financial advisor, my purpose is to identify and define what is most important to you, both financially and personally. On this solid foundation, we set attainable goals and build personalized, financial strategies to achieve them. Once our strategy is set in motion, we remain a team, committed to tracking your progress and working together to protect and grow your wealth.
I have worked as an Edward Jones financial advisor since 2013. I participate in mentoring new financial advisors and operate as a diversity and inclusion leader. I earned my bachelor's degree in business administration from Gwynedd Mercy University, completed my MBA with a concentration in finance at DeSales University and earned my AAMS® designation from the College for Financial Planning.
I am serving my second term as chair of the chamber of commerce for Greater Montgomery County and I previously served as a board member for the North Wales Area Library and the Gwynedd Mercy University Alumni board. I also volunteer several evenings throughout the year teaching investment education for the North Penn Community Education Program. I enjoy the time I spend actively engaging in our community and giving back to the organizations that helped shape my life.
Born and raised in North Wales, PA, I met my wife of fifteen years in eighth grade at Penndale Middle School. We currently live in Upper Gwynedd Township and have three wonderful children; one graduate and two who are attending the North Penn School District.
My branch office administrator, Shawna Steward, attended Susquehanna University and lives in Sellersville with her husband and two cats. Please don't hesitate to call her if you are looking for more information or have questions about our services.
Our mission is to create deep and lasting relationships with those who choose to partner with us, each one rooted in trust and shared values. We want our clients to rely on us and know how honored we are to serve them.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
Office Address212 N Main St Ste 202
North Wales, PA 19454
Phone NumberDuncan Reed at (215) 699-3050
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
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