When was the last time you seriously looked at your financial goals? Are you on track to achieve those goals? At Edward Jones, every strategy and solution we recommend is based on what is most important to you. Once we understand your priorities, we can help you identify your specific financial goals and develop in-depth strategies to help you work toward achieving each and every one.
Envisioning goals is your job; helping you get there is ours. Together, Ann, my branch office administrator (BOA), and I will guide you through putting together the financial puzzle pieces in your life as well as creating a realistic big-picture goal and steps to achieve it. Effective financial strategies can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. Let us help you make sense of these options. We will be your partner from day one and throughout your life, helping you to achieve your goals.
Originally from Zephyr Cove, NV, just up the hill from Reno, I graduated from UNR in 2012 (Go Pack!) and I started with Edward Jones in 2015. Over time, I've come to understand the positive influential impact one financial advisor can make, not only for an individual, but for a whole community - your community. Investing is for everyone - give us the opportunity to show you a high level of care. Join our branch and have professional partners for life.
Our branch can help with new investors, planning for retirement, business owner retirement plans and estate considerations, but that's not all. Please call us for a comprehensive list of the products and services we offer.
We are now taking new clients.
- Retirement Income Strategies
- College Savings
- New Investors
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
Office Address6135 Lakeside Dr Ste 117
Reno, NV 89511
Phone NumberMegan R Esquivel at (775) 448-9703
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
- Web Conferencing
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