I first experienced the Edward Jones difference in the late 70s. I was 10 years old when my Dad said he would match the money I had been saving. Awesome! Why? “To invest for the future,” he said.
Decades later, I'm able to spend time with our clients listening, learning what's important to them, create strategies to help them meet their financial goals, and mentor and partner with them for their entire lives.
I’m grateful that the years I've been a financial advisor with Edward Jones have been much more rewarding than just a job. It's been a blessing to have the opportunity to do what I love, creating strategies for families and businesses in our community.
We have the support of thousands of team members with decades of experience and wisdom, along with countless hours of research available to make recommendations that are in our clients’ best interest. I'm fortunate to have Cathy Crowley as a team member. Cathy is a tremendous asset to Edward Jones, me, and, most importantly, our clients.
Cathy's 40 years of experience as an office administrator and an officer at a local firm prepared her well for her role as the branch office administrator. She was very involved in PTA when her two daughters were in school. She has adopted two retired racing greyhounds that take up a lot of room on her couch. One of her favorite duties at the office is taking care of our clients, getting to know them, hearing about their families and discovering what is most important to them.
As for me, my wife, Tracey, and I have four boys. Three are out of the house and one teenager at home. Our boys are very active, and we love the time we get to share with them, especially our Sunday dinners. With our busy lives, our giant Saint Bermastiff commands his share of our attention too.
We would like to partner with you. Give us a call or stop by the branch today. We would love to have a conversation with you and see if we are a good fit.
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Board Games
Office Address4911 S Arrowhead Dr Suite 315
Independence, MO 64055
Phone NumberJD McCarty at (816) 373-1241
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