As your Edward Jones branch team, we believe it is important to invest our time in understanding what you're working toward before you invest your money. Our primary goal is to understand what is important to you. Only then can we work through and established process to build your personalized strategies and the specific actions needed to help achieve your financial goals. We will partner with you and your family throughout your life, revisiting your goals and the strategies we've developed, to help keep you on track toward your goals.
The financial world can sometimes seem like foreign territory. Edward Jones serves individual investors exclusively, and we believe the only way to do business is on a one-on-one, personal basis.
I joined Edward Jones as a financial advisor in 2007, opening the firm's third branch office in Marshfield. I am an active member of the community, serving as a member of Altrusa International of Marshfield.
My Sr. Branch Office Administrator, Shelley Specht Baldwin, joined me in 2011 with several years of experience and is dedicated to providing you with the highest level of service. Please do not hesitate to call on her with questions concerning statements, dividends or your account in general.
We believe everyone deserves to be treated fairly and with honesty. People do business with us because of the level of care they receive. They know we understand their goals and dreams, whether those goals and dreams include planning for retirement, planning for a small business, saving for a child's college education or defining your legacy to leave something to those you care about the most.
We are committed to providing exceptional client service, reliability and professionalism to those who choose to do business with us.
We look forward to developing a relationship with you to create an investment strategy and partnership that will turn your dreams and goals into a reality.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- College Savings
- New Investors
- Insurance & Annuities
Phone NumberKacey L DeWitt at (715) 389-2077
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