My career as an Edward Jones financial advisor began with my longtime interest in investments. After failing to receive help with my retirement account, I decided to become a financial advisor to help others who had the same issue. I value the opportunity to serve as a resource for investors by guiding them toward achieving their financial goals. I enjoy being a part of my client's lives, building and growing relationships with them and their families.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.
My practice focuses primarily on people in or near retirement, high net worth clients who are looking for tax sensitive solutions and small business owners who want to invest through their company or develop a strategy for their personal portfolio.
I have lived in Woodstock, Virginia since childhood. For college, I graduated from James Madison University in Harrisonburg, Virginia with a business degree. I love traveling with my family and animal rescue. We have three rescue dogs, Oakley, Dottie and Buddy.
My branch administrator, Kathy Holsinger, has worked at Edward Jones for five years. Kathy is accessible and helpful to clients, ensuring they feel comfortable and confident with their accounts.
I enjoy helping others set goals and gain a sense of control over their lives. I believe in the power of family in achieving their dreams. Finally, it is important to me to teach others about ways to save and invest, and how to create a tailored strategy for their future.
- Business Retirement Plans
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Animal Rescue
Office Address139 S Main Street
Woodstock, VA 22664 opens in a new window
Phone NumberLora C Loving at (540) 459-4707
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