I was the young age of 12 when I first learned the importance of having a process in place to achieve a goal. I had my heart set on getting a golf cart. My parents (both financial advisors with Edward Jones at the time) used it as an opportunity to teach me a lesson that I now use every day. They opened up a savings account for me to deposit my hard-earned babysitting money. I knew what I needed in order to get that golf cart and had a strategy in place to achieve my goal. I worked hard and saved. By the time I had enough for the golf cart I wanted, I was almost 16 and didn't want it anymore! It was a wonderful lesson and one that has helped me become the financial advisor I am today.
I am driven by the joy of helping people achieve their long-term financial goals. I believe it's important to invest my time in understanding what you're working towards before you invest your money. 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 reach your long-term goals.
Whether you're planning for retirement, living in retirement or just trying to protect the financial future of the ones you care for most, we can work together to develop strategies to help you achieve your goals.
Since joining Edward Jones 15 years ago, I have had the privilege to serve the firm as the women's inclusion leader and member of the hiring team, as well as helping to train new financial advisors.
When I'm not in the office, I am spending time with my husband, Aaron, and our two amazing children, Nolan (11) and Kaelyn (9). They are very active and keep us busy! When we aren't at the baseball field or sidelines cheering them on at their many activities, we enjoy jogging and spending some time in the gym.
Partnering together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
- Business Retirement Plans
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Personal Fitness
Mailing AddressPo Box 487
Wallace, NC 28466
Phone NumberMegan D Reeves at (910) 285-6412
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