I've learned many lessons in life so far, but one lesson has shaped me the most: The difference between good and great is consistency. Our branch strives for consistency in every aspect, so we may provide our clients with the highest level of service. I have always enjoyed servings others, and with Edward Jones, I can do so in a truly meaningful and lasting way.
I spent many years in the hospitality industry in my hometown of New Orleans, LA where I developed a love for serving and providing experiences for others. This love is evident in our branch today where the client experience is our primary focus.
During my hospitality career, I developed a passion for wine and found great satisfaction in educating others in a topic they once felt was unapproachable. I find many people feel the same way about personal finance, and I enjoy educating my clients, so they feel comfortable, confident, informed and in control of their financial future.
Running a food and beverage department and working with restaurant owners gave me insight into the multiple directions managers and business owners are constantly being pulled in. When I work with business owners and employer retirement plans, such as 401(k)s, I am very conscious of respecting their time and am as efficient as possible with the time we have together.
When you work with our branch, we want to know what is important to you. This is the starting point for working through our established process to build personalized strategies to help you achieve your goals. We will be with you every step of the way partnering together throughout your life to help keep you on track.
Just like in your portfolio, life is about balance. When I'm not serving my clients, my wife and I spend much of our time exploring California's various national and state parks and seeking out new wineries. We both enjoy being active in the community, so if you know of opportunities to give back through volunteering time, please let our office know.
- Business Retirement Plans
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Savings Strategies
My Personal Interests
- Mountain Biking
- Wine Collecting/Enthusiast
Phone NumberGeorge A Rowley Jr at (650) 321-8586
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