As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
I earned a bachelor's degree in accounting from James Madison University and also hold the AAMS® professional designation.
My wife and I lived out of the area briefly but returned to the Shenandoah Valley where we both grew up in order to raise our family here. Returning also helped us appreciate those that helped us have so many opportunities growing up and fostered a desire to give back.
Our family also loves the outdoors. You can often find us spending time backpacking, hiking, mountain biking, kayaking and just about anything else outdoors. Our children stay very active with swim team and basketball during the year.
Giving back is something I strive to do. Currently, I volunteer in the local community in several ways including through church and Rotary. I have also served on various boards over the years and love to look for opportunities and challenges in the community that I can be of help with.
My branch office administrator, Laurie Downing, joined Edward Jones in 2001. She is dedicated to delivering the highest level of service to our clients. Please don't hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general.
We enjoy helping folks and providing highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs. At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
Office Address102-C Mactanly Place
Staunton, VA 24401
Phone NumberMichael A Swinson at (540) 887-8168
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