I joined Edward Jones in 1991 as financial advisor and assumed responsibility for an office in Decatur, TX the following year. In 2005, I assumed responsibility for an office in Denton, TX, where I continue to serve area investors today.
Since joining Edward Jones, I have served our firm in a number of volunteer roles, including mentor, compliance information leader, field trainer, hiring team member, growth leader, recruiting leader, performance leader and regional leader. Outside of Edward Jones, I have also served on the North Texas College Scholarship Foundation Board.
In 2010, I was asked to serve as a regional leader in north Texas and southern Oklahoma, and was responsible for the success of 72 branch teams. I was named a principal with the firm in 2014. In 2017, I stepped down from my position as regional leader in order to focus on my financial advisory role.
A native of Shreveport, LA, I earned a bachelor's degree in finance from Louisiana State University and a master's degree in economics. I have also earned my CFP® professional designation.
Our branch team includes:
Dana Clay, senior branch office administrator, who has four years of Edward Jones experience and over 24 years of banking experience.
Our goal is to be the preferred provider of investment services and professional investment advice for the serious, long-term investor, while using the principles of asset allocation, diversification and quality investments, and providing unparalleled service in a client-friendly manner.
We welcome the opportunity to be of service to you.
Phone NumberFred Smith at (940) 382-6342
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