I have been in the financial industry since 1996 and came to Edward Jones in 2013. I chose to join Edward Jones based on the firm's values, the first of which is always working in our clients' best interest. To me, that just makes sense.
As a financial advisor, I know that creating a strong financial strategy involves more than good advice or investment returns. Its very foundation is you!
Every strategy I offer and every solution I recommend is based on what's important to you. Once I understand your priorities – whether they include putting a child through college, making sure you've saved enough for retirement, leaving something for your heirs or something else – I will help you prioritize your needs and define your goals. Then, I will partner with you throughout your life to help you stay on track.
To be successful, we both must be serious and committed and have an enjoyable connection. You have a future, and you need to prepare for it.
You are the captain of your ship, and I will be your navigator. Now, let's get to work on reaching your destination.
Connect with me on LinkedIn
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Animal Rescue
Phone NumberJulie A Gordon at (360) 253-2611
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