My first experience with Edward Jones was as a senior in high school when I received the Edward Jones Investments Student Athlete of the Month Award. Meeting two financial advisors who truly cared about me and my school left an impact I didn't realize would result in a career years down the road. My next experience was with a retired financial advisor who took time to get to know me and invest in my future. His investment of time seemed odd until I realized that being an Edward Jones financial advisor means investing in the future of our clients and our community.
While my journey with Edward Jones started in high school, my career here began in 2017. My favorite part of my job is getting to know and understand my clients' unique personal and financial needs. I believe you deserve a tailored approach to your financial strategy based on what's most important to you - much like my cowboy boots, one size does not fit all. In fact, I'm the only one who can wear my boots comfortably just like your financial strategy can only be "worn" by you.
And while I love my job earning your business and your trust each and every day, my life outside of work is what I'm most proud of. As a father of two beautiful, outgoing girls, Kyla and Karis, we spend our weekends enjoying Disney movies on repeat or going to the zoo. We have a love for Asian food, pizza and apple juice.
Shannon Ferrell, your branch office administrator, is also invested in getting to know you personally. She takes great pride in serving you and your needs each and every day. In her free time, she enjoys dates with her fiancé, Chris, and tagging along with my family to the zoo. She brings along her niece and nephew who, we hope, will be lifelong friends with my girls. When you see Shannon, be sure to ask her about her ring.
We truly believe that every investor deserves to be known and understood for who they are as an individual. Shannon and I look forward to serving you and your specific financial needs.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- LGBT Finances
- Divorce Finances
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Trivia
- Art & Theater
- Music
- Community Outreach
Office Information
Office Address
30 N South StWilmington, OH 45177 opens in a new window
Phone Number
Jerry R Bailey at (937) 805-4002Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
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Branch Team
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