The key to financial success is developing strategies now for future goals. I work extensively to meet the needs of individual investors and business owners by mapping out long-term strategies.
As a financial advisor, my goal for every interaction is to add value to my clients' financial lives. I listen for what’s most important to you. We employ our established processes to define your goals. We partner to help keep you on track. It’s important to understand your goals before your money is invested.
My prior professional background was public relations and civil service. I developed expert skills in client/constituent service, and I honed problem-solving skills as a communications director in state-wide government agencies and nonprofits.
Outside Edward Jones, I’ve long been active in civic affairs. My grandfather taught me to work hard and give back. Supporting your community, church or civic club shows concern for the cares of today’s world.
I grew up in small-town America: Fayetteville, WV. The beauty of our country? How we’re all from someplace, and we can adopt and embrace North Carolina as warmly as July’s sun. From rural (birth) to urban (college), I appreciate the finer examples of each and strive to improve the fabric of each community every day.
My alma maters are High Point University, graduating cum laude and all university honors with a BA in both political science and criminal justice, and Northeastern University, graduating with a MA in political science concentrating in comparative politics.
Aside from helping clients, my interests include being outdoors, traveling, enjoying Americana, visiting historic sites, going to the gym, movies and painting.
Relationships are key and offer client accountability to achieve goals. My team's service allows us to better understand and meet your unique needs and goals. Please contact us to schedule a time to discuss your financial goals. Allow us to create a strategy to help achieve them!
My Personal Interests
- Movies & Entertainment
- History and Museums
Office Address1151 SE Cary Pkwy Suite 102
Cary, NC 27518
Phone NumberJonathan R Bandy at (919) 816-9060
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