Welcome to Edward Jones and my office. My clients experience a unique relationship built on competency, experience and trust. When you achieve your goals, I have succeeded. I welcome the opportunity to be your trusted partner and look forward to helping you accomplish what is important to you.
In 1994, I joined Edward Jones as a financial advisor, after receiving my B.A. degree in economics from Westminster College in Fulton, MO. I developed the firm's first office in Chester, IL, and was asked to move to the Phoenix, AZ, area to serve in firm leadership, while continuing to specialize in serving my private clients.
In addition to working with my personal clients, I'm responsible for traveling throughout the country leading financial conferences on leadership and advanced business management for Edward Jones financial advisors.
Every individual has personal goals, needs and desires; as such, investment strategies should be personalized to meet your expectations. You deserve professional advice, counsel and direction that helps enable you to achieve your goals. You deserve a trusted financial advisor that understands what's important to you. We use an established process to build personalized strategies to help you reach your goals. And we partner together throughout your life to keep you on track.
My commitment to you is to always be accessible, responsive and engaged in your financial accomplishments. I often work with clients and their CPA or attorney to help ensure your legal and tax planning is coordinated with the financial decisions you make.
Personally, my church, family and community service are important. My wife, Stephanie, and I have three children, Jacob, Alexis (Lexi) and Isabella (Bella). I have been active in business and community nonprofit organizations for many years.
In summary, at Edward Jones, I am focused on you. We have thousands of people and advanced technology supporting my office so that we can help you reach your financial goals.
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- Charitable Giving
- Estate & Legacy Strategies
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Scuba Diving
Phone NumberLee R Bradley at (623) 584-0929
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