Can you describe your ideal life? I want to hear all about your dreams and goals and then create the plan to help you live them!
As a financial advisor with Edward Jones, I listen closely to my clients to find out what is most important to them. I use an established process to build personalized financial strategies unique to each client. I proactively contact my clients to keep them on track. As a long-term partner, I genuinely care about my clients and their families.
I am proud to serve a wide variety of clients, whose goals range from growing wealth to saving for higher education expenses to planning and living in a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also Federal government employees and retirees whose needs I personally understand well, since I am a retired FAA Air Traffic Controller myself.
I chose my career as a financial advisor because it is a perfect match for my goals and personality. I love building relationships with my clients and the feeling of knowing that I have helped them identify, plan for and accomplish their financial goals. I value the trust that my clients place with me, a trust that is evident in the many multi-generational families who have chosen to work with me. To better serve my clients, I earned my CFP® professional designation.
Outside of my role at Edward Jones, I serve my community in many capacities and am currently on the Board of Directors for the Chatham County Council on Aging. I enjoy traveling with my husband, family and friends. I also love reading, working out and sharing wonderful meals with the many wonderful people in my life.
My branch office administrator, Angie Pho, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with any administrative questions concerning your account.
Connect with me on LinkedIn.
My Personal Interests
- Community Outreach
- Fine Dining
- Health & Nutrition
- Personal Fitness
Phone NumberKathy Brommage at (919) 960-6119
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