Before I ventured into finance, I was honored to serve our country for more than 20 years in the Army. At the peak of my military career, I was leading hundreds of people and managing million-dollar budgets in the most challenging environments possible. I bring that professionalism and passion for service to my job here at Edward Jones.
As a financial advisor, I enjoy helping individuals and families understand investing and I can help you build a strategy to achieve your long-term goals. Whether you are new to investing or you’re a seasoned pro, we will work as a team to help determine the most appropriate financial strategy. This is not done in a single appointment; it is done in a long-term relationship.
My office is here in The Villages, so I empathize with the many concerns we all face as we retire and move through the later stages of life. You do not have to face these challenges alone. My clients are like family, so even if your family is not here in Florida, we are here to work with you and them to make the right choices for your long-term success.
My Commitment to You:
- I will do my very best to get to know you and understand your situation and goals.
- I will do everything I can to help you improve your financial situation and help you protect what you have worked so hard to save.
- I will give you the attention and service you deserve. I will always return your call and do things the right way.
More About My Life:
My most gratifying role is that of a husband and father. I've been happily married for over 25 years and we are blessed with four wonderful children. Lake Weir is our permanent home and I live right across the lake from Eaton’s Beach. I am very connected with our community and enjoy serving in the Lady Lake Chamber of Commerce, my local church and several Veterans Organizations in the area.
If you have questions or believe we may be a good fit, please give me a call at (352) 775-0028 or schedule a one-on-one appointment with me here.
- Military Professionals & Veterans
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
Office Address1150 Paige Place
Spanish Springs Town Center
The Villages, FL 32159 opens in a new window
Phone NumberLuke Emerson at (352) 775-0028
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