I began my journey with Edward Jones in 2014 after working in the medical field for seven years as a registered nurse and medical liaison. My father wanted to pass on his legacy one day to a family member because this has been one of his greatest joys. My passion has always been helping others and after seeing my dad's interaction with his clients and growing up around the Edward Jones culture, I realized this was the perfect fit for me.
As a financial advisor for families and small business owners, I take the time to get to know you so I can better understand your every day, rainy day and someday financial needs. Once I understand what you're trying to accomplish, I provide solutions tailored to your needs. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy. My branch office administrator and I are excited to work with our clients, and to build long-term, meaningful relationships. We are committed to this community and are passionate about our work.
Choosing the right financial advisor can be overwhelming. It is important to look for a good fit; someone that you trust and who understands your values. While some financial advisors will work with anyone to grow their practice, we prefer to focus on those that will find the most value in the service we provide.
If you would like to interview us to see if we are a good fit, please give us a call to book a time to discuss how we can help you. We look forward to serving you.
Office Address341 Neches St
Jacksonville, TX 75766 opens in a new window
Phone NumberKourtney D Holcomb at (903) 339-3108
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More