As your Edward Jones branch team, Anne, Becky and I believe it is important to invest our time to understand what is important to you. We will partner with you, your CPA, attorney and other professionals to help establish your financial strategy. We will continue to partner with you throughout your lifetime and champion your personal and financial goals.
I began my Edward Jones career in 1999 as a financial advisor in Tampa. In 2008, I opened an office in the East Lake Woodland community of Oldsmar and continued serving my clients regardless of their residence.
My wife, Merrie, and I have been married over 29 years, and we have two children. Our son, Justin, graduated from the University of South Florida with a master's degree in engineering and is working for Entergy in Brandon, MS. Our daughter, Karissa, graduated from the University of Mississippi School of Pharmacy and works for Walgreen's on Wilmington Island GA. We have five grandchildren: Owen, Lindley, Cason, Jack and Noah.
I attended the University of Northern Colorado and graduated cum laude with a bachelor's degree in finance. I achieved the Certified Financial Planner™ (CFP®) professional designation in 2010. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree
to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practical Standards.
At Edward Jones, our branch team of Becky Recchia and Anne Witherell, Senior Branch Office Administrators, provides 42 years of highly personalized
service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
My Personal Interests
- Auto Racing
Office Address301 Woodlands Pkwy Ste 5
Oldsmar, FL 34677
Phone NumberJeff Mizner at (727) 787-1419
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