
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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As an Edward Jones financial advisor, I believe in understanding what is most important to you - whether that be planning for retirement, preparing for the unexpected, reducing taxes, saving for college for children or grandchildren or just trying to protect the financial future of the ones you care for the most. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help reach your long-term goals.
Additionally, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Partnering together for the rest of your life, we can help you develop a complete, tailored strategy to help you achieve your financial goals and monitor your progress to help keep you on track.
Our staff is made up of myself and Myra Poole, Senior Branch Office Administrator. Together, we have almost 50 years of experience in the financial services industry.
I received my undergraduate and graduate degrees both from the University of Florida. In my spare time, I enjoy spending time with family and friends and my five-pound Chihuahua mix, Stewie, traveling and anything Gators. I also enjoy community involvement and have been actively involved in the United Way and American Cancer Society.
Myra is married and has one son. She's actively involved in her church and also volunteers regularly for her son with Boy Scouts of America and the Ola Marching Mustangs Band.
Please reach out to us today to schedule a complimentary appointment and put our extensive knowledge and experience, unparalleled service, passion and compassion for what we do and the clients we serve to work for you.
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Weekday | Availability |
---|---|
Monday | 09:00AM - 04:30PM |
Mon | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Friday | 09:00AM - 04:00PM |
Fri | 09:00AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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