I joined Edward Jones in June of 2007 to combine my passion for investing with helping others. Over the years, we have established a process to build personalized strategies that help our clients achieve their goals. The process is ongoing, and we make adjustments as needed. As technology has advanced with our firm, we have embraced it and utilize its strengths and capabilities for our clients both up the street and across the country.
It's very simple to me, because my role is to partner with you, to get to know what is important to you, build personalized strategies to help you achieve your goals and be a partner with you throughout your life to help keep you on track. I also work very hard to develop a strategy that will ensure that life's unexpected events don't derail what you've worked so hard to achieve.
The great news is that you don't have to do all of this on your own. Just give us a call to get started and we will walk this road together.
Office Information
Phone Number
Greg West at (863) 815-3429Branch Team
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:30PM |
| Sat | Closed |
| Sun | Closed |
Branch Team
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More