As an Edward Jones financial advisor, I use an established process to learn what is most important to my clients. I build personalized strategies to help achieve their desired goals. And most importantly, I continue to work with them throughout their whole life to help them stay on track.
I joined Edward Jones in 2004, opening a branch in Dubuque, IA. I became a limited partner of Edward Jones in 2011. I received my CERTIFIED FINANCIAL PLANNER™ designation. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.
In 2018 I attended the Edward Jones Annual Women's Conference, an honor reserved for the firm's top 250 women financial advisors. I also attended in 2021, the annual Edward Jones Financial Advisors Leaders Conference, an honor reserved for the firm's top 1,200 financial advisors.
I graduated summa cum laude and earned my Bachelor of Arts degree in both finance and real estate at the University of Northern Iowa. I have held numerous leadership roles within our firm and am currently serving on the Edward Jones Investment and Education Committee. I also serve locally as treasurer and board member for the Dubuque Arboretum and Botanical Gardens.
I reside in Dubuque, IA, with my husband, Brad, and our three children, Lexy, Gavin and Claire. We enjoy skiing, watching movies and just spending time together as a family.
I work alongside my amazing branch office administrators, April Hanson and Katie Preston, who are dedicated to providing our clients with the highest level of service possible.
Focus areas
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
Focus Areas
- New Investors
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Community Outreach
- Spending Time with Family
- Movies & Entertainment
- Traveling
- Personal Fitness
Personal Interests
- Community Outreach
- Spending Time with Family
- Movies & Entertainment
- Traveling
- Personal Fitness
Office Information
Phone Number
Marsha M Abbott at (563) 582-0770Branch Team
- Katie Preston
- Registered Branch Associate
- April Hanson
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Katie Preston
- Registered Branch Associate
- April Hanson
- Sr. Branch Office Administrator
Branch Team
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