As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. 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. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2001. In addition, I became a limited partner with Edward Jones in 2007.
I earned a bachelor's degree in business administration from Northeastern State University in Tahlequah in 2003. In addition, I received the AAMS® professional designation in 2013. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have served the firm in volunteer opportunities as a level leader, mentor, field trainer and WINGS recruiting leader. I also am a member of the Owasso Chamber of Commerce.
My branch office administrator, Pam Gennardo, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. She also supports the community by being involved in the Owasso Chamber of Commerce. Pam earned her bachelor's degree in business administration from the University of Tulsa.
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.
- Retirement Income Strategies
- Business Retirement Plans
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
- College Savings
Office Address307 E 2nd Ave Ste B
Owasso, OK 74055 opens in a new window
Phone NumberLilly A Velotta at (918) 272-5922
|Mon||09:00AM - 05:30PM|
|Tue||09:00AM - 05:30PM|
|Wed||09:00AM - 05:30PM|
|Thu||09:00AM - 05:30PM|
|Fri||09:00AM - 03:00PM|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More