I am extremely grateful to be an Edward Jones financial advisor. I love my work and feel passionate about helping my clients realize their goals through long-term investing. I do not take for granted the meaningful relationships and partnerships I am able to create and sustain because of my role in the lives of the families and businesses I serve. My ultimate goal is to be a trusted resource that is always focused on education, coaching and making sure my clients feel comfortable with the strategies we implement.
Born and raised on the Central Coast, I have been a San Luis Obispo county resident the vast majority of my life. When I'm not working, my most gratifying role is being mom to my two kids, Carson and Parker. I also enjoy hiking, surfing and golfing.
I chose Edward Jones because they give me the tools to best serve my clients while also allowing me to align my core values with my business model and what I hold most important to me. My Branch Office Administrator, Jade Perez, and I look forward to the opportunity to serve you.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
- Portfolio Reviews
- Socially Conscious Investing
My Personal Interests
- Active Lifestyle
Office Address170 W Grand Ave Suite 103
Grover Beach, CA 93433
Phone NumberElise Elliott at (805) 473-1304
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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