As an Edward Jones financial advisor, my purpose is to identify what is most important to you, both financially and personally, in order to set attainable goals and build personalized, financial strategies to achieve them. As we set these strategies 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 currently operate as a diversity and inclusion leader for our area. I graduated from Gwynedd Mercy University with a bachelor's degree in business and completed my MBA in finance at DeSales University in 2010. Since then, I have also earned both my CFP® and AAMS® designations.
Having served two terms as chairman of the board for the chamber of commerce for Greater Montgomery County, I now serve as the immediate past chair. I currently serve on the board of Laurel House and 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 in eighth grade at Penndale Middle School. We now live in Upper Gwynedd Township and have three wonderful children.
My branch office administrator, Shawna Steward, graduated magna cum laude from Susquehanna University and lives in Sellersville with her husband and two cats. Please 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
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