I'm a seasoned financial advisor with more than 20 years of experience in helping investors reach their financial goals. I happily serve as a mentor to my clients while guiding them through life events and investment decisions so they can have confidence in their future. I'm incredibly passionate about teaching others and becoming their trusted financial advisor.
At Edward Jones my clients are extremely important and it gives me the chance to fulfill my passion of improving the lives of families and businesses in our community. I'm able to give my clients choices when it comes to their finances. I love working with business owners, pre-retirees, retirees, families needing insurance and helping others plan their estate.
I have an associate's degree in finance and a bachelor's degree in business management, which I'm proud to say I received while working full time in this industry. I'm diligent with networking and meeting new people and love doing so. I'm married, have one son and reside in Liberty Township. I love to travel, enjoy spending time outdoors and experiencing new things.
My branch office administrator, Debbie, and I truly are interested in helping you achieve your financial goals. I'm accepting new clients and look forward to working with you and your family for years to come. Contact us today for an appointment.
My Personal Interests
- Social Responsibility
- Spending Time with Family
- History and Museums
- Wine Collecting/Enthusiast
Phone NumberKimberly A Tucker at (937) 439-0588
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