As an Edward Jones financial advisor, I work with a select group of individuals and families in the community to assist them in the accumulation of wealth, protection of that wealth and multigenerational wealth transfer. Our clients include retirees, pre-retirees and small business owners, and often represent up to four generations of a family.
A team approach will include working closely with the client, their CPA, attorney and other professionals to help determine the most appropriate financial strategy throughout the client's life. Providing highly personalized service requires us to align all aspects of our business to better understand and meet our client's unique goals and needs.
In 1992, I joined Edward Jones, opening the firm's first Baton Rouge office, and became a limited partner with the firm in 2000. Over the years, I have served in numerous volunteer capacities within the firm.
I hold an MBA in finance from Tulane University and was awarded the Certified Financial Planner™ (CFP®) designation in 2010. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with Financial Planning Practice Standards.
Originally from New Orleans, I have lived in Baton Rouge since 1992. I am blessed with one son who also is an Edward Jones financial advisor in Alabama. We are honored to partner with his office.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Phone NumberKathryn Traylor Johnson at (225) 293-0069
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