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I am a fourth-generation Edward Jones financial advisor, and my family has been serving the Palestine, Texas area and clients across the country since the early 1970s. I love serving families and businesses across the country from my Palestine office.
The main thing that drew me to Edward Jones is the client first mindset and the impact I can have as a financial advisor in my clients' lives. I will work closely with your CPA and/or attorney to determine the most appropriate financial strategy to help achieve your goals and offer my financial counseling.
I grew up in Palestine and am proud to have the opportunity to help those in my hometown reach their financial goals. My wife, Lindsey, was also born and raised in Palestine and we have two wild little boys, Reece and Landon. We are proud to call Palestine our home!
At Edward Jones, we strive to make sure our clients feel heard and that we understand their unique story. We also help clients understand the investment world in terms they can relate to. My goal is to establish long-term personal relationships with our clients to help them understand and reach their goals.
My Branch Office Administrator, Julie Middleton, is also from the Palestine area and strives to give our clients the best customer service possible. Please contact our office anytime for a no-pressure meeting to see what Edward Jones can do for you!
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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