As a financial advisor with Edward Jones, it is my personal responsibility to understand my clients' financial needs and work with them to identify personalized strategies to help them achieve their goals. I take pride in the attention I provide all my clients, whether it is helping them stay on track to meeting their financial goals or sharing my knowledge and insight regarding different aspects of investing. Whether a client's goals center around retirement planning, tax advantaged investing, college savings or life insurance – I can be of service to you.
Prior to joining Edward Jones as a financial advisor, I worked in the IT industry for over 20 years. What I enjoyed most during my time in IT was interacting with people of different backgrounds and working together to solve complex problems. Always having an interest in finance, I pursued an MBA and decided to find a position where I can practice my passion of finance and continue to interact with interesting people, while working toward a common goal.
Besides English, I speak conversational Spanish, Filipino and Visayan (Philippine dialect).
I am an active member of the Rotary Club of Audubon, Haddon Township and Oaklyn. I am a member of the Knights of Columbus (Santa Maria Council) and participate regularly in the many volunteer events that these organizations sponsor. It is very gratifying to be able to help and participate in these events which benefit the community.
I live in Audubon with my wife, Missy; together we are raising our four beautiful children. We are naturally very proud of them and highly involved in their activities, whether it be helping coach their sports teams or watching them perform in school plays. Despite having four busy children and a challenging but rewarding career, I try to find time to fit in other interests such as golf, world travel and scuba diving.
If you are looking for sound financial advice or have any financial questions, please contact me, I would be happy to help.
My Personal Interests
- Spending Time with Family
- Golfing
- Personal Fitness
- Scuba Diving
- Basketball
Office Information
Phone Number
Emil Rotaeche at (856) 477-5022- Alexander Cavalieri
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 09:00AM - 05:00PM |
Mon | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Friday | 09:00AM - 05:00PM |
Fri | 09:00AM - 05:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Alexander Cavalieri
- Branch Office Administrator
Branch Team
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