Our experiences often shape our destinies. In 1998, my father had major heart surgery. It was a life changing event for me, a college student at the time. When I came home to help the family, my parents asked me to attend an appointment with their financial advisor. I had questions about the investments in their portfolio, given their ages and risk profile. When questioned about these investments, the advisor said, "That is all I'm licensed to sell." This experience struck a serious chord deep within me. Would my parents be able to reach their financial goals when they were limited to the investments the advisor was licensed to sell? Was there more my parents could be doing to help ensure their financial future?
This motivated me to become a financial advisor who could provide a complete solution. Edward Jones has always had a reputation of "doing what's best for the client" so the decision to become an Edward Jones financial advisor was a natural selection for me.
After graduating in 1999 from Wingate University, earning a degree in finance with honors, I opened the first Edward Jones branch in Catonsville. My team, which includes Jackie Gallagher and Amy Lecouras, provides exceptional customer service to a limited number of clients by learning about your goals and dreams, then putting a strategy in place to help meet your personal vision.
While working at Edward Jones, I also pursued a passion of mine as head coach of the baseball team at Stevenson University. After 18 years of coaching, 15 as the head coach, I decided to focus more on my family and business. My wife, Heather, and I love the outdoors, our rescue dogs (Floyd and Charlie) and traveling.
We strive to make a meaningful and positive impact in our clients lives daily from our office in Catonsville. Give us a call, we look forward to meeting you.
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
Phone NumberJason J Tawney at (410) 744-7600
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