Most people spend their entire lives searching for their purpose. I too searched for years in and out of jobs and my purpose was right in front of me all along...cultivating connections. I am grateful I learned through life's experiences how to build long-lasting relationships with other people.
I remember my first experience on the other side of the table. The financial advisor made me feel what I want all my clients to feel: important. I had been in the industry for a few years but never had someone sit with me to discuss my financial strategy. At the time, I didn't have the understanding about investments but the wisdom that financial advisor shared with me simply because he cared, never went unnoticed. I grew to understand how to communicate and strategize with individuals to help them with their personal financial goals as I worked on my own. That learning curve has shaped me to love what I do because I now know my purpose. At Edward Jones, I am a relationship builder that so happens to love educating people about financial literacy.
What lights me up is to know that I am a small piece to the foundation in building a stronger community. I am grateful I discovered my purpose: building long-lasting relationships, connecting people with each other to help them build solid networks and educating others on how to live a financially healthy lifestyle.
During these times, it is even more important to review your current and future financial standings. I just want to remind you that I am here to help with any investment questions that may come up. I’d be happy to meet with you or someone you know who might benefit from a complimentary review or second opinion. Virtual and phone meetings are available. I look forward to hearing from you.
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Wine Collecting/Enthusiast
Phone NumberLaTeesha M Stewart at (704) 948-5549
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