As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
If you spent more time last year planning your vacation than planning your retirement, now is the time to take action. I can help you determine how much money you'll need to retire and whether you're on track to achieve your retirement goals.
I began my Edward Jones career in 2015 as a financial advisor in Worthington. Today, Edward Jones serves the community from 20 convenient locations.
My family and I have lived in Upper Arlington since 2009. I am an active member of the community, serving as director for the Upper Arlington Civic Association.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Charitable Giving
- College Savings
- New Investors
My Personal Interests
- Community Outreach
- Home Improvement
Office Address9747 Fairway Dr
Powell, OH 43065 opens in a new window
Phone NumberEd Waldrop at (614) 793-9991
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
- Web Conferencing
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