I started my career at Edward Jones in April of 2018 after completing my bachelor’s in finance and business administration from Illinois College. Prior to moving to Florida and becoming a financial advisor, I lived and worked in various midwestern locales. I built my first business in my hometown of Jacksonville, IL by printing a regional publication focused on trading advice, market analysis and overall financial literacy. After transitioning to St. Louis, MO, I worked alongside members of the Federal Reserve Bank as a bank examiner before becoming a financial advisor.

During my tenure at Edward Jones, I have held various leadership roles, including: member of the regional growth team focused on bringing qualified financial advisors to the Tampa area, level leader helping new financial advisors grow and develop successful practices, and a mentor to out-of-state financial advisors who have recently faced challenges due to the COVID-19 pandemic.

My practice is supported by Edward Jones professional Deborah “Debbie” Davis. Debbie is a Senior Branch Office Administrator and has nine years’ experience with Edward Jones.

I focus on serving a select and limited number of individuals and families across the US. Personalized attention allows me to understand the distinctive needs of each client while working towards a common objective for all: reaching defined financial objectives while simplifying their lives so they can focus on what matters most.

Sizable wealth demands unique and dynamic strategies tailored to you. I am ready to take the journey to financial security alongside you. If you’re serious about your future and ready to begin, reach out to us.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • LGBT Finances
  • Wealth Strategies

Office Information

Office Address

2625 Mc Cormick Dr Ste 101 Clearwater, FL 33759

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

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