As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you, your family and your business.
In 2001, I began my Edward Jones career as a financial advisor in Nicholasville, KY. In 2013, I received the Business Leader of the Year Award from the Jessamine County Chamber of Commerce. In 2014, the Nicholasville City Commission honored me with the Key to the City for my work with Nicholasville NOW, Rotary, the Jessamine County Educational Foundation and The Polvino Family Art Center, the home of the Jessamine County Art League. This is one of my proudest contributions. I am also proud of my work with Asbury University and Eastern Kentucky University in providing scholarships for students on behalf of my family.
I earned a Bachelor of Science degree from the State University of New York at Brockport, a master's in education from Eastern Kentucky University and a Doctor of Philosophy from the University of Iowa. I received the accredited Asset Management Specialist™ designation in 2001. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
Relationships are key at Edward Jones, and in our view meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenging needs of their lives.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Charitable Giving
- Retirement Savings Strategies
- Estate & Legacy Strategies
- College Savings
- Retirement Income Strategies
- Portfolio Reviews
Phone NumberGeri Polvino at (859) 881-8246
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