I started my career at Edward Jones with one thing in mind – helping people. There is nothing more rewarding than helping my clients achieve their financial goals. My mother taught me to never give up, and my father taught me the importance of hard work and a good firm handshake. When I evaluate my business with Edward Jones, the foundation my parents gave me is engrained in every aspect of how I help clients achieve their long-term financial goals.
I was born and raised right here in Monroe, Georgia. Evyn, my fiancée, and I met while attending Kennesaw State University. We are proud parents to our Pomeranian, Koda, and the coolest uncle and aunt combo this side of the Mississippi. Evyn is a Rockstar nurse in the Neonatal ICU at Emory Midtown where she lives her dream every day of helping others.
Our branch team consists of Patricia "Patty" Garner and me. Our core focus for our branch is to center each relationship around what's most important to our clients. In a world with more options than ever before, we separate our branch team from others by focusing on what's most important and going the extra mile every day to help ensure our clients can achieve their goals.
We partner with our clients, their CPAs and attorneys in order to make sure the plan we put in place will be the most efficient strategy for their specific situation.
We focus on retirement planning, wealth and saving strategies to help ensure our clients are well positioned to achieve the goal they have in mind. My dad always said, "Measure twice, cut once." By having a more established understanding of my client's goals and foundation, we do our best to only cut once when we implement their game plan.
My clients are like family. With that in mind, just like family, don't hesitate to reach out and let us know how we can help you and your family on your financial journey!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Portfolio Reviews
- College Savings
My Personal Interests
Office Address100 N Lumpkin Street
Monroe, GA 30655 opens in a new window
Phone NumberJoshua K Little at (470) 291-0644
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