I retired with 16 years service from the Tennessee Valley Authority thinking I was ready for retirement but found that I wasn‘t cut out for retirement. I had been investing on my own but wanted to do more so I started an investment club with my friends and had a guest speaker visit one of our club meetings. He recruited me on the spot to be a financial advisor.
I worked independently for nearly five years before I found the culture and environment that Edward Jones created for me and my clients was a better fit for me, and I have been with Edward Jones now for almost 20 years. I feel like the amount of personalized care and service that we provide to each client surpasses the industry, allowing me to focus on what‘s important to my clients.
My ideal clients are those that want to partner with me to work toward meeting their financial goals, ranging from preparing for retirement, protecting their retirement and family, sending children to college or estate considerations. I partner with my clients by developing a relationship that allows me to create customized plans to help them organize, build and protect their wealth, enjoy their retirement and efficiently transfer their assets to their heirs.
I am active in my community and belong to the Dayton Chamber of Commerce (Past President), Rotary Club (Past President) of Dayton and currently serve on the board of the We Care Community Services.
On a personal note, my husband, Russ, and I have been married 46 years and have two sons, Chase and Chad. Our grandson, Brandon, is graduating in 2021 from Mississippi State with a degree in finance and hopes to join the firm.
My passion lies with helping others and the overwhelming sense of satisfaction when I am able to help my clients achieve their financial goals and ensure they are prepared for the unexpected. I invite you to let me show you how we can make a difference in you and your family's lives.
My Personal Interests
- Health & Nutrition
- Personal Fitness
- Spending Time with Family
- Outdoor Enthusiast
Office Address1725 Market St
Dayton, TN 37321 opens in a new window
Phone NumberKaren K Boyd at (423) 570-8046
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