In December 2007, I joined Edward Jones as a financial advisor in St. Louis, MO. I helped many families stay focused on achieving their long-term goals through the toughest markets we have experienced in a generation.
As an Edward Jones financial advisor, my focus is always on my clients and their goals. I provide highly personalized financial services, and Edward Jones has thousands of specialists and advanced technology supporting my office so that I can help you and your family reach your unique goals.
Relationships are key, and in my view, meeting face to face builds strong relationships. We meet when it is convenient for you. In addition to normal working hours, I am available by appointment for evenings. I still make house calls, too.
Working closely with you, your CPA, attorney and other professionals, I look forward to creating the most appropriate financial strategies to help you and your family achieve goals.
Since 2007, I have been honored to be recognized by Edward Jones with the Entrepreneur Award, the T.N.T. Award, the Regional Leader's Award, the Partner's Award and the coveted Gold Shovel Award. In 2014, I accepted Edward Jones' offer to become a Limited Partner in the firm.
An army brat, I was born in Fort Bragg, NC, and I lived in California, Nebraska, Kansas, and Missouri. My husband, David, and I have achieved our long-term goal to become permanent residents of the "Texas Tropics".
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Special Needs Financial Considerations
My Personal Interests
Office Address523 Elm St
Portland, TX 78374 opens in a new window
Phone NumberKathleen E Clark at (361) 643-8218
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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