The culture and environment that Edward Jones has created for the employees of the firm and their clients is what drew me to the firm. Our home office gives us all the tools we need to make an impact in a client's life.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you are working toward before you invest your money. It is also important to know the level of risk that you are comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term financial goals.
2021 marks my 10th year as a financial advisor at Edward Jones. In order to better serve my clients, I earned a bachelor’s degree in business administration at West Texas A&M University in Canyon, TX. In addition, I received the Accredited Asset Management Specialist™ (AAMS®) professional designation in 2014.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My branch office administrator, Jennifer Perez, joined our team in 2020 with 10 years of experience in the financial services industry and she is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
Our clients inspire my branch office administrator, Jennifer, and I every single day and we strive to provide an ideal client experience. We feel fortunate to serve the Amarillo community.
Let's start the conversation at (806) 352-1985. We look forward to helping you achieve your financial goals.
- Retirement Income Strategies
- Insurance & Annuities
- Portfolio Reviews
- Wealth Strategies
- Retirement Savings Strategies
Phone NumberKatie A Schwartz at (806) 352-1985
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|