I have served as a financial advisor with Edward Jones since 2014. Prior to joining Edward Jones, I was a teacher.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to listen to my clients to truly understand what is important to them. I then construct measureable objectives tailored specifically to their circumstances. Once the strategy is implemented, I continue to partner with my clients, maintaining regular contact with them to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I collaborate with a team of CPAs, attorneys and other trusted professionals while ensuring client confidentiality.
I am proud to serve a wide variety of clients. I assist individuals with constructing strategies to meet various financial goals and also work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I tailor ideas for business succession, asset growth and tax management. Regardless of their goals, my clients are assured that I will work tirelessly to help them achieve success confidently and comfortably.
I relish the opportunity to apply my knowledge and experience to help my clients find answers to their most pressing financial questions.
Outside my role with Edward Jones, I support the local Chamber of Commerce and serve on the board of directors of the National Football Foundation/College Hall of Fame. In my free time, I enjoy supporting my local scholarship foundation, attending sporting events and spending time with my family.
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Health & Nutrition
Office Address110 Jefferson St Ste 103
Hollidaysburg, PA 16648
Phone NumberJohn C Barton at (814) 696-7318
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