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 can 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 my client's 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 a mentor and level leader helping new financial advisors in DE and MD. Within the community, I volunteer 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.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Divorce Finances
- Military Professionals & Veterans
My Personal Interests
- Personal Fitness
- Sports Enthusiast
- Home Improvement
- Animal Rescue
Phone NumberKaren M Wearden at (302) 200-9821
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