I have been a financial advisor with Edward Jones for over five years. Prior to joining Edward Jones, I was a schoolteacher, sold real estate and managed a family business.
Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to get to know my clients on a personal level and construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I can collaborate with my client's CPAs, attorneys and other trusted professionals, to help ensure my clients achieve their goals.
I am proud to serve a wide variety of clients, whose goals range from growing wealth, to saving for higher education expenses, to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer and with small business owners to create strategies for business succession, asset growth, tax reduction and wealth transfer. My clients are assured that I will go above and beyond to help them achieve their goals.
I am a dedicated financial partner. I love my job because it offers an opportunity to help others and take care of people. I find joy in building deep, meaningful relationships and helping people realize their dreams.
Outside of my role with Edward Jones, I am a mom to three active kids who enjoy everything from riding horses, to swimming and gymnastics. I enjoy volunteering with the Alzheimer's association, Traverse City Junior Golf and various Veterans events, as well as hiking, running, traveling and spending time with my family.
- Business Retirement Plans
- College Savings
- Insurance & Annuities
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
Office Address4110 Copper Ridge Dr
Bldg D Suite 202
Traverse City, MI 49684
Phone NumberJamie Keillor at (231) 252-3561
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