As your Edward Jones financial advisor, I want to understand what is important to you. I will use an established process to build personalized strategies to help you achieve your goals. Together we will partner with your CPA, attorney or other professionals throughout your life to keep you on track.
I began my career as a financial advisor in 2004, joining Edward Jones in 2009. A native of Michigan, I have lived in Southwest Florida since 2000 and have been active in business and civic organizations since moving here, including Rotary International, the North Port Chamber of Commerce and the International Association of Women.
I hold securities licenses with the New York Stock Exchange, NASDAQ, Financial Industry Regulatory Authority, NYSE MKT and the state of Florida as well as many other states where my clients reside. I am also licensed with the State of Florida Insurance Commissioner delivering solutions in life, variable annuity and variable life.
I have held the AAMS™ professional designation since 2004. The AAMS™ designation is awarded by the Denver-based College for Financial Planning, 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.
My branch office administrator, Monica, is an integral part of the total client experience. Monica has over 18 years of industry experience and is dedicated to providing you with the highest level of service possible.
Together, Monica and I provide highly personalized service with an emphasis on building close relationships. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.
Utilizing the latest technology, we can meet when, where and how it is most convenient for you. We recognize the challenging needs of your businesses and your lives, so we provide the investments, services, technology and tools you need to achieve your financial future.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
Phone NumberLinda L Coules at (941) 423-7734
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