My clients are like family, and no one can look out for you and take care of you the way family can. Our Edward Jones team is always here for our clients, during good times and bad. Our branch team mentality is to do whatever it takes to help ensure our clients feel deeply served in our time together, as well help them to feel informed, confident and in control of their financial future.

I am passionate about helping people determine what is really important to them in their life and helping them build a strategy to get there! Some of our main client focus areas include:
- Serious long-term investors working toward or living in retirement
- Career professionals, such as engineers, CPAs, managers, executives and physicians
- High net worth families with complex needs

With each of my clients, my goal is to fully understand their priorities and goals, as well as their unique circumstances and needs. With this deep understanding in place, I can then help them create a personalized strategy to help reach their financial objectives, while also serving as a trusted resource, accountability partner and sounding board along the way. I will be there to help my clients prepare for the unexpected, avoid common investing mistakes and regularly review our progress to help ensure we're on track.

OUR TEAM
Josh Bennett, Financial Advisor: Prior to becoming a Financial Advisor, I served as a business analyst for Rite Aid Corp., helping turn ideas and goals into actionable plans and successful results. I studied business at the University of Alabama before graduating from the University of North Georgia.

Outside of the office, my favorite thing to do is spend time with my wonderful family. My wife, Jordan, and I have two children, Brayden and Vivian. We love to travel as a family, and we spend as much time in Florida as we can. We love sports, especially football, and we love to camp in our travel trailer. My wife and I both volunteer with our kids' sports activities and we love working with children at our church.

Sally Fick, Branch Office Administrator: Sally joined Edward Jones in 2018. She is the glue that holds our office together. Clients love her friendly personality, and she is always the first point of contact at the branch. Sally helps with everything from client questions, scheduling appointments and document management, to client events and communications.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Wealth Strategies

My Personal Interests

  • Camping
  • Football
  • Outdoor Enthusiast
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

Email Me

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