I grew up in a single parent household in Carlinville, IL and learned the virtues of hard work at a young age. Working my way through school at Illinois College is where I was first exposed to investing when I did an internship at a brokerage firm my senior year.
I was hired by Illinois Power right out of college and worked in several positions throughout central Illinois. I was the regional manager in Bloomington, IL when IPC merged with Dynegy and a career change was born. Maintaining my passion in investing since college, I especially relished the opportunity to make a career in helping others meet their financial goals.
When determining where to seek a career as a financial advisor, I immediately pursued Edward Jones. A close friend of mine had worked there and I knew about their model of personal service provided from your own branch office. I couldn't wait to get started!
2020 marks my 20th year with Edward Jones and I feel privileged to have helped so many clients achieve their various financial goals.
As an Edward Jones financial advisor, I want to understand what's important to you. We'll then use an established process to build personalized strategies to help you reach your goals. We'll partner together throughout your life to help keep you on track.
Playing a vital role in helping our clients reach their goals is my senior branch office administrator, Susan Vail. Susan has been with Edward Jones since 2004 and is dedicated to providing you with the highest level of service possible.
On a personal note, I enjoy fishing, golf and working on various projects at our home on Lake Sara in Effingham, IL. My wife, Helen, and I weekended there for several years before making it our permanent home in 2019.
If you are a serious investor looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, comprehensive services and one-on-one relationships. Call today to schedule your appointment.
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
Phone NumberGeorge R Levi at (217) 728-9330
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