As your Edward Jones financial advisor, I believe it is critical to get to know you and your goals first before making any recommendations. Partnering together, we will develop and monitor personalized financial strategies that are based on what's important to you.
I believe in building meaningful relationships with my clients. I am proactive about contacting them on a regular basis. The clients that find the most value in working with us need help navigating investing, assessing risk, preparing for or maintaining retirement lifestyles, and estate considerations.
I attended The University of Texas at Austin and graduated in 1996. After a successful career in teaching, I decided to follow my father's footsteps and became a financial advisor in 2008. I joined Edward Jones in 2011, received my Chartered Retirement Planning Counselor (CRPC®) designation in 2014, became a limited partner in 2015 and earned the Certified Financial Planner™ (CFP®)* certification in 2018.
As a husband and father to three boys, Michael, Cruz and Gabriel, my wife, Leslie, and I enjoy spending time with them, being involved in the Boy Scouts of America and giving back to the community.
I invite you to schedule a 15-minute phone call, so we can explore whether working with our branch team makes sense for you. If it doesn't, I will steer you in the right direction so you can get the help you need.
Connect with me on LinkedIn and Facebook.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Retirement Income Strategies
- Intergenerational Planning
- Employee Stock Options
My Personal Interests
- Spending Time with Family
Phone NumberGarrett T Maddox at (281) 280-0534
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