As an Edward Jones financial advisor who has been serving individual investors and their families for more than 20 years, I like to think I’ve learned a thing or two about what brings clients into my office. When you’re investing on behalf of your family, your business or your future, you need confidence that your financial team will not just help get you on track, but be there for every subsequent bump in the road. There’s nothing worse for us than seeing hard-working folks getting too caught up in returns instead of developing the proper strategies, so you can trust we’ll always be there to help correct your course. That’s why our branch office believes in lifetime client partnerships built on collaboration and trust.

In order to best serve our diverse client family as they pursue their financial goals, our branch office has developed a three-step investing process:
We Access where you are.
We Design a strategy specifically for you.
We help Distribute your assets so that your hard-earned money is distributed to your heirs.

We also believe that if our clients aren’t comfortable, we aren’t doing our job. We’re constantly working to create an office environment that encourages relationships to develop, allowing current and prospective clients to have a tailored solution to help meet their income, lifestyle and legacy goals. Leading this charge are our incredible branch office administrators, Kim Stokes and Lynn Williams, who not only efficiently handle the administrative work of our branch, but also make sure each and every one of our clients feels like family. Together, they have nearly 15 years of experience providing exceptional client care and services.

Our branch office is proud to serve not just the individual investors of Clemson, but clients across South Carolina and the nation. We focus on tax strategies for wealth transfer as well as holistic intergenerational financial services that honor your family’s current financial situation, as well as the future of your legacy.

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