As the original Edward Jones office in Farmville, I am beginning my third decade as a financial advisor. I am passionate about positively impacting lives and I care about your dreams. If it is important to you, then it is important to me. I will help you identify and prioritize your goals and assess your risk tolerance and experience levels. We map out a game plan together, implementing strategies that work toward those goals and give you the best chance for achieving your dreams. We then monitor your progress and adjust as needed.
My amazing staff and I work as a team to give you the personal service you deserve. My Senior Branch Office Administrator, Lisa Elsaesser, my on-call Branch Office Administrator, Jewel Moore, and I have over four decades of combined experience and will provide you with the highest level of service possible. Lisa has been with me from the beginning, and she is extremely capable, knowledgeable and efficient, and handles even the most stressful situations with a smile on her face! Our clients love her and I'm confident you will, too.
I also work in tandem with other professionals including CPAs, estate planning attorneys and life insurance specialists and agents. I focus on: Working with individuals, business owners, retirement plans, rollovers, 401(k)s, 457s, 401(a)s, 403(b)s, mutual funds, stocks, bonds, college savings and more. I hold a Life and Health Insurance License, FINRA 7, 63 and 66 registrations, as well as the AAMS® designation. I became a limited partner with Edward Jones in 2010.
For fun, my hobby is volunteerism. I have been a member of the Rotary Club of Farmville, the Farmville Jaycees, Meals on Wheels, American Legion, Heart of Virginia Festival and the Farmville Jarheads, and I'm honored to be the local coordinator for the annual Toys for Tots collection drive. If you are looking for the services of a financial advisor, I ask that you give me a call. I look forward to hearing from you!
- Retirement Savings Strategies
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Intergenerational Planning
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
Phone NumberKerby Moore at (434) 391-1284
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