As your Edward Jones financial advisor, I want to understand what's important to you. Specifically, what are your financial goals and what amount of investment risk is appropriate for you. I can then help you build a personalized strategy to achieve your goals. Once that is in place, we will partner together for the rest of your life to keep you on track to help achieve your goals. I work with many of my clients to help them prepare for retirement and, when the time comes, to live comfortably in retirement.
I have a Bachelor of Science degree in chemical engineering from Washington University in St. Louis and an MBA from Loyola College in Baltimore. I have also earned the CFP® certification from the Certified Financial Planner Board of Standards Inc., and the AAMS™ designation from the College for Financial Planning.
I am married to Jane and we have two children, Matt and Claire. In my spare time, I play tennis and travel.
I joined Edward Jones in 2004 and am now a limited partner. I enjoy the challenges of investing and helping my clients reach their financial goals.
My branch office administrator, Amie Morgan, started with Edward Jones in 2013. She is also a limited partner. Amie is dedicated to providing you with the highest level of service possible.
We best serve clients who are goal oriented and are serious, long-term investors. We work hard to be cost efficient and strongly believe that what you pay for our services matters. Realizing that we are not a good fit for everyone nor is everyone a good fit for us, we look forward to meeting with you to see if that fit exists.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
- College Savings
Phone NumberMark A Telfer at (859) 252-0703
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
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