As your Edward Jones branch team, we want to help individuals and families succeed in creating and achieving their financial goals. We believe it's important to invest our time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire.
In 1999, I joined Edward Jones as a financial advisor. I have 26 years of experience in the industry and am a limited partner with Edward Jones. I earned a bachelor's degree in business administration from the University of Illinois in Champaign/ Urbana. In addition, I hold the AAMS® designation, which I received in 2003.
My spouse, Jill, and I have two adult, married children and two grandchildren. We both grew up in this community and have lived our entire lives in the area. My community involvement includes:
- Board member of North Shore Center for the Performing Arts Foundation
- Served as president and board member, Congregation Beth Shalom-Northbrook
- Board member of Delta House Corp of Alpha Epsilon Pi Fraternity
- Served as president and board member, Skokie Chamber of Commerce
My branch office administrator, Jean Ikezoe-Halevi, lives in the community and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
At Edward Jones, we're 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.
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Socially Conscious Investing
- Business Retirement Plans
- College Savings
Office Address7937 N Lincoln Avenue
Skokie, IL 60077 opens in a new window
Phone NumberGlen A Roter at (847) 674-8565
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