I have been a financial advisor with Edward Jones since 2012. Prior to joining the firm, I spent nine years in the banking industry. To better serve my clients, I earned the AAMS® professional designation.
As an Edward Jones financial advisor, I prioritize investing my time to understand what is most important to my clients. The personalized strategies I create, paired with the firm’s established five-step process, are designed to help my clients reach their goals. I am my clients’ financial partner for life, and as a result, I review clients’ current situations each time we meet to help keep them on track.
I focus on explaining investments and financial planning in clear terms. When my clients leave the office, I make sure that they understand why I recommended specific investments, what those investments cost and what they should expect next. To provide a comprehensive service, I regularly collaborate with my client's CPAs, attorneys and other trusted professionals, always keeping client information confidential.
My branch office administrator, Chris Brown, joined the branch in 2015. Together, we provide highly personalized and caring service to meet clients’ financial goals. We are proud to serve a variety of clients, from individual investors to multigenerational families to retirees.
Outside of my role with Edward Jones, I love giving back to my community that has supported me since my move from the Philippines. I volunteer with the Steering Committee of the YMCA Teen Achievers and the Financial Empowerment program of WE CAN. In my free time, I enjoy paddle boarding, traveling and spending time with my friends, family and dog, Spike.
If you are searching for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings and one-on-one relationships, right here on Cape Cod. Call today to schedule your appointment.
- Insurance & Annuities
- Retirement Income Strategies
- Portfolio Reviews
- Intergenerational Planning
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Active Lifestyle
- Scuba Diving
- Art Museums
Office Address1436 Iyannough Road
Hyannis, MA 02601 opens in a new window
Phone NumberMichelle Ferguson at (508) 362-7636
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