At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach, tailored to your individual goals, and provide exceptional service. My sole focus is to understand and help you achieve what's most important to you. We'll use our established process to build your personalized strategies and help you stay on track over the long term.
My spouse, Jennifer, and I have a young son. We currently live in Brunswick, OH. Personal finance and investing has always been a passion of mine, and I am fortunate to now help others work to achieve their financial goals and dreams.
I hold the following registrations: Series 7 and 66 with FINRA (Financial Industry Regulatory Authority); Securities: Ohio, Arizona, California, Florida, Georgia, Illinois, Maryland, Michigan, Minnesota, New Mexico, Pennsylvania, South Carolina; and insurance (Life and Health).
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
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.
My branch office administrator, Adel Sommers, has a bachelor's degree in business administration and marketing. Adel has experience in management and has a passion for serving and building relationships with others.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Community Outreach
Office Address1100 W Royalton Rd Suite Ee
Broadview Heights, OH 44147
Phone NumberMike Sheppard at (440) 230-9153
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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