As an financial advisor, I believe it's important for me to understand what you're working toward before you invest your money.
My primary goal is to help individual investors develop a strategy geared toward their unique, long-term goals. This may include putting your kids through college, making sure you've saved enough for retirement or leaving something for your heirs. The key to successful investing is to put a strategy in place now that can help you reach your future goals.
Since I began my career with Edward Jones, I have had the honor to help many individuals and families work toward their long-term financial goals. There is no greater feeling of accomplishment than helping people feel secure in their future because they had an established process with personalized strategies in place.
For almost a century, Edward Jones has brought its unique brand of service to communities across the country. The firm's philosophy is that individual service is of utmost importance and the branch office model allows financial advisors to discuss individual needs on a one-on-one basis and partner with clients for the long term to help keep them on track toward their goals.
I was born and raised in Lampasas, Texas but have lived in the Temple/Belton area since 1992. My spouse, Shirley, and I have three grown boys and three grandchildren. Prior to joining Edward Jones, my wife and I owned a business in Salado, TX. I learned through having my own business that the key to success is building lasting relationships and I have continued with this philosophy in my role as financial advisor with Edward Jones.
Our branch team is dedicated and committed to giving you the highest level of service possible. We are supported by the firm's advanced technology and resources, so please don't hesitate to call with any questions concerning your account, statements or updates.
At Edward Jones, we are focused on what is important to you and we strive to help you achieve your goals.
- Retirement Income Strategies
- Portfolio Reviews
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
- Military Professionals & Veterans
Phone NumberLance Cox at (254) 773-1945
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing