Working as a financial advisor with Edward Jones has been an incredible journey for me. My family and I moved from northern Indiana in the summer of 1994 seeking new opportunity and direction after serving in the ministry for 12 years as a pastor. Financial services had always been an interest of mine, but for the first 10 years in Florida, I found myself working in retail management while raising a family. Finally in 2008, during the height of the recession, I found myself staring at an opportunity to start working for Edward Jones. Many thought I was crazy to start then.
What I've found is an incredible opportunity to help people achieve their long-term financial goals while living and working in the community we call home. I've found that we naturally serve those across a wide spectrum of need, income and assets, but our greatest impact has been with those approaching and living in retirement. Tracy Martin, my branch administrator, and I look forward to helping many more individuals and families achieve their long-term investment goals in the greater St. Cloud area.
I've also enjoyed serving and contributing to the local community by serving on the local nonprofit Main Street board as president, past president and currently secretary. In addition, as a branch, we have provided scholarship funding for high school students to the Osceola Education Foundation, a great nonprofit organization in our county! I also serve as an elder at our local church. We continue to look for ways to serve our local community!
Focus areas
- Retirement Savings Strategies
- Insurance & Annuities
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
- Traveling
- Walking
- Technology
- Sports Enthusiast
Office Information
Office Address
4115 Neptune RdSt Cloud, FL 34769 opens in a new window
Phone Number
Kerry L Scott at (407) 498-0147- Tracy Martin
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
- Tracy Martin
- Sr. Branch Office Administrator
Branch Team
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