While I truly love the summer months, it's hard to beat the beauty of a cool, clear, crisp winter day in the Northwest! Whether it's visiting grandkids across the country, travelling to a ski destination or sampling a new vintage at an area winery, we can help you plan for your goals, dreams and interests.
I began my Edward Jones career in 2006 as a financial advisor in the Orchards area of Vancouver, WA, and now serve hundreds of families from Vancouver and all over the US. Originally from Montana, I have lived in the Northwest since 1989 and in Vancouver for over 20 years.
In 2002, I earned the AAMS™ (Accredited Asset Management Specialist™) designation from the College of Financial Planning in order to help our clients make better investment decisions. My senior branch office administrator, Tammy Emdee, has been a key partner over the past 14 years, helping us provide the highest level of customer service. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
As your Edward Jones branch team, we believe it's important to invest our time in understanding what's important to you. Whether it's preparing for a comfortable retirement, running a successful business, preparing for unexpected events over your lifetime or leaving a legacy, we want to make what is important to you, important to us. Working closely with you, your CPA, attorney and other professionals, our primary goal is to help you develop a personalized investment strategy unique to your life, your family and your future.
Relationships are key, and in our view, meeting face to face builds strong relationships. These days, we can do that in person or via video conferencing. Either way, we provide highly personalized service; all aspects of our business are aligned to help us better understand and meet your unique goals and needs.
Now that you know a little about us, we can’t wait to hear more about you! Please call Tammy to schedule a time to talk.
Connect with me on LinkedIn
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
My Personal Interests
- Wine Collecting/Enthusiast
Phone NumberJed W Conradi at (360) 253-7017
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