I am proud to say that in 2011, I began my Edward Jones career as a financial advisor in Stuart, FL. I am an AAMS® professional, which has allowed me to deepen my knowledge of investments and strategies that are helpful to my clients.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family so that you can protect and achieve your personal goals. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
Within Edward Jones, I have served as a field trainer to new financial advisors, a mentor, level leader, diversity and inclusion leader, and women's WINGS leader. I am currently the culture of compliance leader.
I was born, raised and attended College in Rochester, NY. I moved to Florida in 1996 and currently reside in Martin County with my husband, Jason, our son and a Labradoodle.
I have been active in business and civic affairs in Martin County for many years. I have been a member of the chamber, Soroptimist of Stuart and LEADERship of Martin County. I also volunteer with the Alzheimer's Association, United Way and other nonprofit organizations.
At Edward Jones, I am focused on you. Our firm has thousands of people and advanced technology supporting my office so that I can help you reach your long-term financial goals. I provide a highly personalized service. All aspects of my business are aligned to help me better understand and meet my clients’ unique goals and needs.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Business Retirement Plans
- Divorce Finances
- Insurance & Annuities
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Art & Theater
Office Address2449 SE Ocean Blvd
Stuart, FL 34996 opens in a new window
Phone NumberKat Rock at (772) 781-2848
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