I have been a financial advisor with Edward Jones since 2015. Prior to joining Edward Jones, I worked as an accounting and finance professional in the business world and as a scholar in higher education.
Using an established process, I build personalized financial strategies for my clients that are designed for their own unique situations. I take the time to listen with purpose and get to know my clients on a personal level. I then construct measureable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to guide them through any developments and keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential.
I am honored to serve a wide variety of clients, whose goals range from saving for education expenses to planning and living a successful retirement to navigating through major life transitions. I love to help female clients achieve and excel in all stages of their lives. I work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I create methodical strategies for business succession, asset growth and tax reduction.
I am a dedicated financial partner. I understand that life will change and people can maximize their wellbeing through sound financial management. I love to help everyday people solve financial problems, save for emergencies, protect what they have and plan for retirement.
Outside of my role with Edward Jones, I have volunteered with various community organizations and currently serve as Treasurer at my church. In my free time, I enjoy collecting vintage and antique French Country and English collectibles and working logic and math problems.
- Retirement Savings Strategies
- New Investors
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
Office Address519 James Bowie Dr
New Boston, TX 75570
Phone NumberJenny D Anderson at (903) 628-1269
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