I joined Edward Jones in 2007 and I am blessed to combine my drive for problem solving with a true curiosity about the human experience. I'm a lifelong coast resident and have a passion in developing relationships with coast families who value the guidance and encouragement to reach their most important financial goals. I provide a customized approach to understanding the path to retirement and how to navigate present and future needs.
I focus on the transparency of costs, investment options and communication expectations from the very beginning to ensure you see our commitment of service to you and your family to meet your goals. While most of my clients are retirees, we also serve a broad range of needs for individuals and business owners in the following areas: estate considerations, survivor and long-term care needs, as well as education savings. When you call our office, you will reach one of my team members, not an automated service or call center.
I've been married to Scott, my high school sweetheart, for 28 years, and we have a daughter, Kalee, who is working towards her master's degree in speech pathology at the University of Mississippi. Outside the office, you can find me at the beach or enjoying digging in the garden. I also volunteer with Edward Jones as a mentor and trainer for new advisors.
Together, we can build and protect a future for your family. Please let us show you what true service looks like.
I consistently rank among the firm's top female financial advisors and have qualified for the last three Edward Jones Women's Conferences. This invitation-only annual conference enhances the professional development of the nation's top women financial advisors and allows them to meet with industry decision-makers. I also hold FINRA 7 and 66 registrations as well as the AAMS™ professional designation. I was named to the Forbes Best-in-State Wealth Advisors List for 2022.
(Source: Forbes.com – April 2022; data as of 6/30/21). Named to Forbes Top Women Wealth Advisors – 2022*
(*Source: Forbes.com Feb 2022).
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
Phone NumberLisa M Sigworth at (228) 872-7831
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