I came into the Edward Jones career through my father. He became a financial advisor after retiring from his first career. I became an Edward Jones financial advisor because I liked the opportunity to be able to help make a difference in people's lives by assisting them with reaching their financial goals, and it gave me the ability to support myself and my two children.
I enjoy getting to know my clients on a personal level. Over the years, I have had the pleasure to serve clients, going several generations deep, and I enjoy being a part of important events in their lives. It is nice knowing that clients reach out to me for advice in so many of their decisions.
I have created an environment for all investors to ask questions and be educated on investing. I have done a lot of work with female investors, whether single, married, divorced or widowed.
My Senior Branch Office Administrator, Domonica, is instrumental in creating this atmosphere. Clients can expect a warm welcome and a sincere effort from her to get to know our clients as well as an efficiency in tending to their needs. Domonica enjoys spending time with her children, Trevai, Amari and Sydni, watching movies and listening to music. She also enjoys cooking, reading and watching TV. Domonica has been with the firm since 2009.
I love helping and watching my clients achieve their goals. I like clients to feel respected, understood, valued and important. Outside of the office, I love to spend time with my family. I have two adult married children and five grandchildren. I have two cats, Mallory and Gator. I also enjoy traveling, going on walks, reading and puzzles.
- New Investors
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
Phone NumberKatie Udy at (623) 546-0393
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