Jay D Cawthon

I love to help people succeed. My passion is spreading hope. If I'm not teaching, I'm "coaching" or encouraging. I've taught school, worked in vocational counseling roles and as a sales performance coach.

My bachelor's degree from Wayland Baptist University was supplemented with education courses at Tarleton University. I obtained a specialization in social sciences, which led to teaching various classes including economics and sociology.

As an Edward Jones client, I sat down with my financial advisor and analyzed my preparations for a comfortable retirement. I had always been faithful with saving, but always wondered if I had done enough. After we completed this process, I no longer had to wonder. I so valued that process I decided that I wanted to do that for others.

I work best with clients who have started their retirement preparation journey but now want to partner with someone to help ensure they are taking the appropriate actions.

I also provide great value to individuals who are experiencing transitions such as changing jobs, selling a business, receiving an inheritance, beginning retirement, experiencing a divorce or losing a loved one. Advising during and through these changes is the most fulfilling work I get to do.

Together, we focus on what is important to you. We help ensure your dreams and values align with your financial strategy and goals. We follow an established process to develop personalized strategies to reach those goals. We then partner together to stay on track.

Life is busy. So, I meet with clients one evening per week and one Saturday morning each month. To schedule an appointment to determine if we are a good fit to work together, come by the office or call 817-594-5904.

When is the best time to plant a tree? - 20 years ago.

When is the next best time? - Today.