I passed my securities exam in 1985, working for a large firm in their offices at One American Center. I realized in hindsight that there were two primary directives there: follow the corporate dictates and maximize the revenue from each dollar of client assets.
A former co-worker suggested that I would fit perfectly at Edward Jones. He was right. After 24 years, I still remember the first words in the training manual, "Do what's right." Those words spoke to the way I wanted to run my business.
Edward Jones gives us all the tools we need. We start with understanding what is important to you. We have an established process to help you develop a personalized strategy to help achieve your individual goals. We then partner with you for the rest of your life to help keep you on track. We feel that money is only a tool to help you reach your goals; it is not a goal in itself.
My first week in training we learned about an Edward Jones advisor who had passed away - he was still working and serving his clients well past his 92nd birthday. I derive such great satisfaction from seeing my clients reach their goals that I don't ever plan to retire.
I believe wholeheartedly in the Edward Jones investing philosophy and welcome opportunities to share it with others. Our ideal client is a business owner, retiree, or someone within 10 years of retirement. We also enjoy helping through multi-generational relationships.
My branch office administrator, Gwyn Baird, brings over 20 years of experience at Edward Jones as an administrative professional. Her job is to be the first contact in our office with questions about our service, process all paperwork required and ensure that we are providing the best service we can for our clients. If you feel that we are a good fit, and would like to start creating a strategy, or get a second opinion on your existing investments, give us a call. We would be happy to work with you.
Office Address8127 Mesa Dr Ste C300
Austin, TX 78759 opens in a new window