As an Edward Jones financial advisor, I put my clients' interests first.
I want to know what's important to you before you invest. At my practice, I'm human centered, focused on relating to you and providing you with an ideal client experience. I invest time to understand your financial goals and help you determine the most appropriate financial strategy geared toward reaching your unique, long-term goals. We will then monitor your progress to help make sure you stay on track.
What are common questions or concerns I help solve?
- What investments are appropriate for me and why?
- What investments help lower taxes?
- Am I saving enough? How do I know?
- I'm retiring soon. What should I do now to be ready?
- I'm retired. Is my income strategy enough to last?
- Is it easy to transfer investments?
- What is the cost structure in working with you as my financial advisor?
In 1999, I began my Edward Jones career and I became a limited partner in 2007.
As a 1982 graduate of Tulane University, I hold a degree in business management. I currently sit on two boards: the Kennesaw Pointe Condominium Association and Legacy Park Community Association.
I have lived in Kennesaw for over 23 years. My spouse, Maria, is a pharmacist with CVS Health. My son, Tyler, works for Edward Jones in the mutual fund services area and daughter, Jordan, will be graduating from University of Georgia in May 2022.
I have served the firm as a visiting veteran in St. Louis, helping train new financial advisors.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' goals and needs.
Thanks for stopping by my page. I look forward to helping provide answers to your questions so you can make informed decisions moving forward.
- Retirement Income Strategies
- Divorce Finances
- Insurance & Annuities
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
Phone NumberMike Sesan at (770) 422-4946
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