First and foremost, I love what I do. Being a financial advisor with Edward Jones, I am blessed with the opportunity to wear many hats. I have the ability to live my passion and help others at the same time. It isn't just about investing; it's about helping people live their best lives.
At Edward Jones, our process of providing investment and insurance guidance is less of a process and more of a journey.
As I meet with each of my clients, I take on the role of a teacher, counselor, advisor and partner. We use an established process to help build personalized strategies to achieve your goals.
Every client has a unique situation that must be addressed, so I can learn what is most important to you. Sometimes this takes the "thinking outside the box" mentality, doing so with a guide you already know and trust. I am approachable and will make sure you feel comfortable before any decisions will be made. I will never "sell" you anything, but rather walk with you down your financial path.
With my diverse background in retail banking, lending, investments and insurance we look at the full picture. I strive to make sure my clients understand what they own and how it works, as teaching is my utmost favorite thing. Forming a team with your accountant and attorney we will partner together throughout your life to keep you on track.
Outside of the office, I get to live my other passions in life.
First, I am lucky enough to be a mother of three wonderful kids, two in college and one still at home, along with being a mother of two amazing fur babies and a wife to a pretty great man. They all keep me on my toes, but I wouldn't trade them for anything.
Second, I love to garden. My wonderful husband has built me greenhouses over the past couple of years so I can grow, can and store our own fruits and vegetables. There is nothing like the taste of "fresh from the garden" during Pennsylvania winters!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Domestic Partner Finances
- New Investors
My Personal Interests
- Spending Time with Family
Phone NumberMelissa Bratton at (570) 372-2468
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