I first became familiar with Edward Jones when I became a client in 1993. Then, after 30-plus years working in the radio broadcasting industry, I had the opportunity to join the firm as a financial advisor. What a tremendous opportunity! The culture and atmosphere of this fantastic company was too good to pass up! And it allowed me to stay in Winchester, VA, a place I have proudly called home for over 30 years. Now, instead of helping business owners with their advertising and marketing plans, I had the privilege to serving clients in a much deeper, more personal manner, by helping them reach their financial goals.
For over 10 years now, I have been deeply serving my clients and helping them reach their goals for retirement, college education savings, wealth protection and transfer and many other long-term financial strategies.
As an Edward Jones financial advisor, it is a priority of mine to truly get to know each client's story. And it is, of course, important for you to learn about me as well. I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand so they know why I suggest a specific strategy; what to expect from it and how much it is going to cost.
Relationships are key, and I believe that meeting face to face builds strong relationships, even if the face to face is on a screen. We meet when and how it’s convenient for our clients, because we recognize the challenging demands of their lives. Let's start the conversation at 540-722-2780. I look forward to helping you achieve your financial goals.
- Retirement Income Strategies
- Insurance & Annuities
- New Investors
- Portfolio Reviews
Phone NumberMike O'Dell at (540) 722-2780
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