I have been with Edward Jones since 2004. I began as a Branch Office Administrator and became a financial advisor in 2008. To better serve my clients, I earned the AAMS® professional designation.
Using a holistic approach, I help my clients build personalized financial strategies designed to achieve their unique goals. I begin by gaining an understanding of my clients’ current situations. After a comprehensive evaluation, I create strategies to address their needs. Once the strategies are in place, I maintain open communication with my clients to help keep them on track. When beneficial to my clients, I collaborate with CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I help pre-retirees and retirees prepare for and live their ideal retirements. Many of my clients are multigenerational families with complex financial needs. I am especially passionate about helping widows and widowers sound financial decisions in difficult times. No matter their situations, I strive to provide my clients with the care and dedication they deserve.
Within Edward Jones, I have served in multiple financial advisor training roles and as a client solutions leader. I am active in my community as a member and past president of my area Rotary, a member of Kiwanis, a member and past president of LCRWC and the Regent of the Ocklawaha Chapter of the DAR. In my free time, I love spending time with my family, including my three children and five grandchildren. I also enjoy reading and genealogy.
Contact my office today to learn more about how my team and I can help you with your financial needs.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberJeananne C Niemann at (352) 787-7782
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