At Edward Jones, we value personal relationships based on a goals-based approach and deep understanding of your unique financial needs. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your goals, not based on guidelines for anyone at your age or your stage of life. As someone running a business, I know the importance of developing a strategy and seeing it through.
As an Edward Jones financial advisor, we design comprehensive financial strategies to help you build and manage your money. We also partner with your CPAs, estate attorneys, life insurance experts and other professionals to help determine the most appropriate financial strategy for you, your family or your business. After being in the financial services industry for over 30 years, I have found that our clients appreciate the time we take to educate them about the strategies and investments we use. I work closely alongside my branch office administrator, Suzanne, as part of a team to create long-term, trusted relationships with a high level of customer service for each and every client.
On a personal note, my wife, Suellen, a pre-school teacher, and I have lived in Concord, MA for over 20 years and have three grown children that reside in California and Vermont. I'm actively involved in the Winchester community as a member of our Winchester Chamber of Commerce, and most recently, the newly elected president of the Winchester Rotary Club.
In the end, everyone's financial goals are unique, and your path to achieve them should be too. Whether your goals are paying for education, preparing for retirement, running a business, managing an inheritance or saving for the future, we can offer investment solutions tailored to all of your personal and financial goals. Please don't hesitate to reach out to us with questions or needs you have regarding your financial situation or our services here at Edward Jones, and let us help you today.
- Retirement Savings Strategies
- Socially Conscious Investing
- Portfolio Reviews
- Divorce Finances
- Business Retirement Plans
- Wealth Strategies
My Personal Interests
- Personal Fitness
- Sports Enthusiast
Office Address535 Main Street
Winchester, MA 01890
Phone NumberJeffrey W Wheeler at (781) 721-1069
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