Whether you're new to investing, planning for retirement, living in retirement or trying to protect the financial future of your loved ones, we'll work together to develop specific strategies to help you achieve your goals. I believe it is important to invest my time in understanding what you're working toward before you invest your money.
My journey with Edward Jones began in 2006, as a branch office administrator. Little did I know this would be what I love to do. Two weeks after starting, I suffered the tragic loss of my husband in an automobile accident. Faced with a new normal and feelings of no control, I didn't know what do next.
My situation was unique; my financial advisor/boss sat with me and listened. She invested her time to understand my goals. Together, we developed strategies to help achieve my goals. Over the years, I've seen her build these important relationships and how just a little bit of time can change the course of your future. When the opportunity to advance my career to financial advisor came, I couldn’t wait to build these same relationships.
As a financial advisor my goal is to provide the same experience that I've been a part of over my career. I will invest my time in you to understand what is important to you when planning your financial future. With our established process and my 14 years of experience, we will develop strategies to help achieve your goals. We will partner together to help keep you on track. We will work in collaboration with your accountant and attorney to help provide a solid foundation for your long-term financial success.
I enjoy helping others set goals toward their financial future. It's important to discuss the different ways to save, invest and plan. By doing so, you can change the course of your family's financial future.
I look forward to our conversation—Let's visit.
Call or email me at [email protected].
- Retirement Savings Strategies
- Wealth Strategies
- Business Retirement Plans
- New Investors
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Community Outreach
Mailing AddressP O Box 41
Orrville, OH 44667
Phone NumberLoni N Weaver at (330) 682-5264
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