Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones in 2017 because I discovered their core values aligned with mine.
As an Edward Jones financial advisor, I enjoy the opportunity to partner with families and individual investors on creating and implementing strategies that work toward specific goals that all start with one question. What is important to you? From there, we use our established process to work to identify the next steps, whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for. No matter what's important to you, we take the time to identify each goal and develop the strategy to address it. I also work in tandem with other professionals who include CPAs, estate planning attorneys, life insurance specialists and agents to execute needed actions.
Realizing that everyone is coming from a different starting point, I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy, what to expect from it and how much it is going to cost.
My branch office administrator, Chuck MacGill, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to him.
My goal is for you to confidently answer yes to life's important questions – Are you prepared? Are you saving enough? Do you have enough insurance? Contact our team today to figure out whether you are on track to meet your financial goals.
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- History and Museums
- Active Lifestyle
Phone NumberJohn Leigh IV at (845) 227-5831
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