I have been a financial advisor with Edward Jones since 2015. As a former college athlete with a passion for coaching, I take a supportive and encouraging approach to guiding my clients to financial success.
I believe that people deserve financial advice and coaching that will help keep them on track, and I am fully committed to listening to, understanding and advising my clients as we build personalized financial strategies together. I utilize an established process to tailor solutions to my clients that best fit their unique goals, life circumstances and feelings about risk. Throughout the entire process, I offer straightforward advice and educate my clients to help ensure they are fully informed regarding their options and opportunities.
I am proud to serve clients from a variety of backgrounds with wide-ranging goals, from growing wealth to saving for education expenses, to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer, and many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.
In order to provide a comprehensive service, I regularly collaborate with a team of local CPAs, attorneys and other trusted professionals, always keeping client information confidential.
The spirit of volunteerism that Edward Jones champions was a major draw for me when choosing to join the firm. Within Edward Jones, I have held numerous leadership positions and currently serve as Recruiting and Growth Secondary Leader. Within the community, I volunteer with Wesley College women's basketball and with many local events and organizations along the Delaware shore. I also foster dogs in need until they find their forever homes. In my free time, I can be found enjoying the beach with my two Brittany Spaniels or looking for local treasures.
My Personal Interests
- Personal Fitness
- Sports Enthusiast
- Home Improvement
- Animal Rescue
Office Address17723 Coastal Hwy Unit 4
Lewes, DE 19958
Phone NumberKaren M Wearden at (302) 200-9821
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More