I began my career in financial services with Southwest Securities in 1994. Prior to joining Edward Jones, I spent four years at UMB Bank helping them establish a trading desk in Dallas. My commitment to my customers flows from my experiences in life. My wife and I married in 1989 and we have two daughters that we are very proud of. My older daughter is pursuing a career in nursing and my younger daughter is currently working towards her BA in accounting. She spent two years training dressage horses before determining that her career passions were in a different arena.
The great joy I experience being a financial advisor flows from seeing the real difference I make in my clients' lives. Edward Jones' philosophy of putting the customer's needs first comes naturally to me. I embrace the challenge of first listening to a client's needs and then utilizing the resources of a Fortune 400 firm to create a customized strategy to help them realize their dreams. My goal is to help families and small businesses protect, grow and distribute their assets so they can concentrate on what's important to them.
Whether you are a young family saving for your children's education, are facing a career change and have questions about what to do with your 401(k), are close to retirement and need a snapshot of your financial health, or are a small business owner looking for assistance setting up a retirement plan in order to reward your experienced employees, I embrace the opportunity to serve your needs.
Away from the office, I am an avid golfer and relish the time I can spend with my family.
- Retirement Savings Strategies
- College Savings
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Business Retirement Plans
- New Investors
My Personal Interests
- Spending Time with Family
- Horseback Riding
Phone NumberJeffrey Steiner at (972) 394-9693
|Mon||08:00AM - 05:30PM|
|Tue||08:00AM - 05:30PM|
|Wed||08:00AM - 05:30PM|
|Thu||08:00AM - 05:30PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More