I grew up in Paramus, New Jersey, and graduated from Fairfield University in 1982, with a Bachelor of Science degree in finance. For the next 21 years, I worked as a futures and options trader at the Chicago Board of Trade, the Chicago Mercantile Exchange, New York Futures Exchange, the Coffee, Sugar, Cocoa Exchange and the Kansas City Board of Trade.
These experiences were invaluable when I began my career with Edward Jones in 2004, as a financial advisor in Oak Park, IL. I believe in working with families and business owners by understanding what is important to them and helping them to build a personalized investment strategy. By working with you and your other trusted professionals, I can help to determine the most appropriate financial strategy to help achieve your goals, such as business retirement planning, insurance strategies, a personalized retirement plan, saving for education or creating an income flow.
My branch office administrator, Patricia Hokl, has worked with me for the last 10 years. We are dedicated to exceeding your service expectations and work with you to keep you on track to reach your financial goals.
I look forward to meeting with you to discuss your financial goals.
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
Phone NumberJames A Kingsley at (708) 386-1110
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