I love the inspiration that comes when someone tells me I've made a meaningful difference in their life. Pulitzer prize-winning playwright, Marsha Norman, said, "Dreams are illustrations from the book your soul is writing about you." What's the title of your book? What legacy do you want to create?
As your Edward Jones branch team, from your tolerance for market volatility to your dreams, we want to know what is important to you and your family. Following an established process to define your goals, we will partner with you to build a personalized strategy for you and your family and help you stay on track throughout your life.
I'm a firm believer that we must do what we've been called to do. It's simply called "purpose." In my previous career as an engineer, I enjoyed the data and analysis of my job. But it was not my calling. I chose to retrain and build a practice at Edward Jones more than 13 years ago because of my desire to make a meaningful impact in the lives of others.
I obtained the CFP® professional designation, a designation that approximately 20% of US financial advisors hold. It was important for me to accomplish this difficult but rewarding certification, not for the designation itself, but for the knowledge that it equipped me with for serving my clients.
Natalie, my senior branch office administrator, has been with Edward Jones since 2006. Her goal is to exceed the expectations of our clients. In fact, we have more than one branch office administrator in the office to allow Natalie time to make this her primary focus every day.
Because we strive to operate our practice with the highest standards, my team and I don't take on new clients unless we have the capacity to serve them properly. In essence, our objective is to be all things to a few, rather than a few things to all.
Again I ask, what are your dreams? What legacy are you building? Let's dream together about the possibilities the future holds for you. Our team is here to serve.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Employee Stock Options
My Personal Interests
- Health & Nutrition
- Spending Time with Family
Phone NumberElise T Bidwell at (803) 462-1788
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