As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you're working toward before you invest your money.
My ideal clients are those who want to carefully and thoughtfully work toward financial goals that range from preparing for or living in retirement, to sending a child/children to college, to estate considerations. No two scenarios are the same, and neither are the approaches to developing the strategies for achieving those goals.
Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
My branch office administrator, Tanya Bess, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her.
I graduated from MTSU in 2001 and entered the field of financial services in 2002. Originally from Manchester, TN, I settled in the McMinnville TN area in 2007. I have two daughters, Emma and Laura.
I am actively involved in the McMinnville Breakfast Rotary Club, where I have served as secretary and president. I currently assist the district to approve club grants. I am also an advisory committee member to the local TN College of Applied Technology. I have assisted with Habitat for Humanity, local river cleanup projects and mentoring children in the community. I currently serve on the board of the Warren County Chamber of Commerce and during 2017 held the position of secretary-treasurer as well as Chamber chair in 2019.
Here at Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
- Retirement Savings Strategies
- New Investors
- Divorce Finances
- College Savings
- Insurance & Annuities
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberLeann Cordell at (931) 473-9615
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