I love serving the great people of Polk County and surrounding areas. At Edward Jones, I use an established 5 step process that centers around what the client needs and what the client dreams about financially. I develop personalized strategies to help clients reach their goals. I meet with my clients face to face to build long and trusting relationships. I will partner with you throughout the seasons of your life to help keep you on track.
I joined the Edward Jones family in early 2020. I spent most of my career in government and public service. I currently hold my Series 7 and Series 66 licenses. I have a bachelor's degree in business and professional leadership from Southeastern University in Lakeland, Florida.
I am very involved with my church. I attend Main Street Baptist in Bartow. I serve as a Deacon and love serving our community through projects and outreach. I am also a baseball coach at the Bartow Dixie Youth Baseball facility in Bartow. Baseball is a passion of mine and I love to teach the game.
I am a Bartow native, living there all of my life. I am married to my beautiful wife, Heather. We were married on the 16th of October of 2004. Heather is a teacher at Bartow Elementary Academy. She holds a bachelor's degree from Florida Southern College and a master's degree in educational leadership from Southeastern University in Lakeland, Florida. We have a daughter, Lily, and a son, Griffin. They are both great students and work hard.
Please give me a call so we can discuss what is important to you and help with personalized strategies that will help guide you to achieve your financial goals and dreams!
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberGrayson H O'Cain at (863) 644-6986
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