I joined Edward Jones in 2000 and have been working in financial services for over 35 years. My early education, a Bachelor of Science degree in economics from Rutgers University, helped prepare me for a career in financial services. However, my real education has been working with hundreds of families along with their tax and legal professionals over the years in helping them achieve their financial goals.
As a financial advisor, I want success for all of my clients. I enjoy working with engaged families and individuals who desire to achieve meaningful financial goals.
My team and I seek to understand what is most important to you, work collaboratively with you to implement well established processes to reach your goals, and partner with you throughout your life to keep those goals on track.
Branch office administrator Gina Jasper is dedicated to providing the highest level of service possible and plays an integral role in supporting our work with our clients.
My passion for helping others extends beyond financial services. As a Search and Rescue Technician II, I am a member of the Search and Rescue Teams of Warren County, a non-profit group providing professionally-trained and certified search and rescue volunteers to law enforcement and other agencies.
My wife, Mary, and I reside on a hobby farm in Warren County, NJ and have two grown daughters, Veronica and Rebecca.
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberLouis A Iozzi at (908) 879-3982
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