I have been a financial advisor with Edward Jones since 1992. Prior to becoming a financial advisor, I worked for the firm as a branch office administrator for 11 years.
Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I begin by taking the time to truly listen to my clients and learn what is most important to them. I then help them construct measureable objectives that are uniquely tailored to their circumstances. Once the strategies are implemented, I continue to partner with my clients to inform them of any developments, address any of their needs and help keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential. Throughout the entire process, I am dedicated to providing exceptional client service.
I am proud to serve a variety of clients with wide-ranging goals. I regularly work with multi-generational families to develop unique strategies of wealth transfer and with business owners to create strategies for business succession, asset growth and tax reduction. Whether planning for retirement, saving for college for children or grandchildren, creating a legacy, or just accruing fun money, my clients are assured that I will work tirelessly to help them achieve financial success.
I have a passion for learning about people and building meaningful relationships. My greatest satisfaction comes from providing my clients with the tools to help create the financial futures that they have imagined. I appreciate the trust that my clients place in me and the rewarding role that I play in making them happy.
Outside of my role with Edward Jones, I enjoy the family cabin in the Ozark National Forest, reading, shopping for antiques, traveling and spending time with my family and friends.
- Wealth Strategies
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address2605 Prince Street
Conway, AR 72034 opens in a new window
Phone NumberLisa A Lovell at (501) 327-6433
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