Residing in Warrenton, VA, and having a 3-minute commute to my office strategically allows me to spend more time with my clients and with my family. After earning a B.S. in finance from Virginia Commonwealth University, I began my career in the financial services industry in 2008. Working for a community commercial bank, I provided financial solutions to businesses and real estate investors.
Upon completing my M.B.A. from University of Virginia's Darden Graduate School of Business, I worked in management consulting, advising Fortune 500 firms in financial and strategic planning. I later developed and implemented a strategic plan for my family's retail business.
Following the birth of my son, Liam, I sought a career that aligned with my experience and passion for helping others understand their vision and developing financial strategies to achieve their goals. At Edward Jones, I aim to improve the quality of life of our clients, allowing them to focus on their most cherished pursuits and maximize time with their loved ones.
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What you can expect from me:
* Confidentiality
* A consistent established process
* A personalized strategy based on your financial goals and comfort with risk
* Regular review of your situation, goals, strategy and investments
* Personalized attention and prompt answers to questions and concerns
* Availability to help your family and friends if they so desire
We are a good fit if you:
* Have long-term goals and are willing to follow an established process to reach them
* Are willing to share financial information, even if it is not held at Edward Jones
Below are some common questions I work with my clients to answer:
* What does an ideal retirement income strategy look like for me?
* How can I increase my portfolio's dividend/interest yield?
* How can I build a tax-advantaged estate and wealth strategy?
* How do I maximize gains and minimize taxes?
* Am I on track to retire when and how I want?
* Should I invest in real estate?
If you do not have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you. Let's start the conversation at [email protected]. I look forward to helping you achieve your goals.
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
- Charitable Giving
- Insurance & Annuities
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Intergenerational Planning
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Traveling
- Skydiving
- Tennis
- Pets
Personal Interests
- Spending Time with Family
- Traveling
- Skydiving
- Tennis
- Pets
Office Information
Office Address
Warrenton Village Center251 W Lee Hwy Ste 647
Warrenton, VA 20186 opens in a new window
Phone Number
Jeremy Noel at (540) 428-8524Branch Team
- Heather Damewood
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 07:00PM |
Tuesday | 08:00AM - 07:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 07:00PM |
Thursday | 08:00AM - 07:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 07:00PM |
Tuesday | 08:00AM - 07:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 07:00PM |
Thursday | 08:00AM - 07:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Heather Damewood
- Branch Office Administrator
Branch Team
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