I'm a seasoned financial advisor with more than ten years' experience helping investors reach their goals. I joined Edward Jones in 2010 and became a limited partner with the firm in 2019.
I chose Edward Jones for the following reasons:
1. Prior to joining the firm, my wife and I had been Edward Jones clients for more than 20 years. We found great value in the firm's culture and focus on the individual investor.
2. We are a privately owned partnership, which best positions me to put your needs first.
3. I have a team that extends far beyond myself and my branch office administrator, Christina Sampson. In our home office, our senior leaders, strategists, the Investment Policy Committee and product review teams are all dedicated to developing the research, advice and guidance we rely on.
My wife, Diana, and I have three children and four grandchildren. I understand the importance of working with multi-generational families to develop unique strategies across all aspects of their financial lives.
Now, more than ever, we want to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We also meet clients by web conference if they live out of town, or just have busy schedules. Let's start the conversation at (740) 435-1052. I look forward to helping you achieve your financial goals.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Portfolio Reviews
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Woodworking
- Traveling
- Motorcycles
- Hockey
Personal Interests
- Spending Time with Family
- Woodworking
- Traveling
- Motorcycles
- Hockey
Office Information
Phone Number
Jeff Willard at (740) 435-1052Branch Team
- Christina Sampson
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Christina Sampson
- Sr. Branch Office Administrator
Branch Team
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