I am an experienced financial advisor. I have been with Edward Jones for over 21 years now. I started in this industry in 1989 working in the mailroom with Van Kampen Investments in Lisle, IL. I became fascinated with the industry and never looked back. I worked as an assistant to a financial advisor with NatCity Investments while working on my bachelor's degree and my fascination grew even more. After coming to Edward Jones over 20 years ago, I became a branch office administrator. After six years in that position, I became a financial advisor.
I pride myself in the ability to explain financial strategies to clients in clear terms that make sense. Nothing is better than seeing the relief on our client's faces when they "get it".
Because we live in a farming community (and my husband farms as well) I've developed a strong ability to communicate with those clients who are involved in farming. We also work with clients' accountants and attorneys.
Most of our practice is focused on transitioning into retirement and the goals that come with that. We want to know your financial goals and dreams! We want to help you achieve them!
Suzy Rutledge, who is my branch office administrator, and I consider ourselves detectives. We live for problem solving.
Suzy and I both strive to make our clients feel comfortable and at home. Our office isn't stuffy nor intimidating. We want everyone to feel like they're working with a friend. Many of our clients tend to just "pop in" just to say "Hi" if they're driving by and haven't seen us in a while. We LOVE this.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- New Investors
- Business Retirement Plans
- LGBT Finances
My Personal Interests
- Movies & Entertainment
Mailing AddressP O Box 793
Pontiac, IL 61764
Phone NumberMarcie Rich at (815) 844-3825
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||By Appointment Only|
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