As a financial advisor for the past 12 years and counting, I believe it's important to understand our clients and their needs prior to investing their money. It's also important that I understand your comfort level with investment risk as well as your timeline for each of your goals. In doing so, we are better positioned to help you reach and stay on track with your goals, as well as make adjustments along the way. Whether you are preparing for your own retirement, helping the next generation invest for their future or caring for an aging loved one, we can work together by developing specific strategies to achieve each of these goals.
In addition, our many specialists at Edward Jones provide additional support and resources to all of our branch teams and clients. For example, as a client of Edward Jones, you will gain access to your Online Access tool, which contains access to each your investment accounts, account details, historical performance and market research (customized paper statements are available, if preferred). In addition, a secure communication portal, detailed financial goal reports and on-demand portfolio analysis reports can be shared with you from our branch team via the client website and Edward Jones app, for your convenience.
We often work hand-in-hand with our clients' other trusted advisors, such as CPAs and estate attorneys, in order to provide you and your family with comprehensive and custom-tailored solutions.
In 2004 I earned a Bachelor of Science degree from the University of Houston in the area of human nutrition. I hold the CFP® and CEPA® certifications and continue to earn continuing education credits each year in order to maintain competency and to better serve our clients in an evolving industry.
My loving husband of 15 years, Chris, is a high school teacher with Conroe ISD. We live together in The Woodlands, TX where we are raising our young son, Dylan.
My branch team and I look forward to learning more about you and showing you what it means to be your dedicated partners for life. We look forward to hearing from you soon.
- Portfolio Reviews
- Retirement Savings Strategies
- College Savings
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberJaclyn E Bell at (832) 934-2573
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