As an Edward Jones advisor, I believe it is important to get to know you personally and to take the time to really understand what you are working toward before you invest your money. My primary goal is to help individual investors develop an investment strategy that is geared toward their unique, long-term goals. Whether you need to save for a child's education, reduce taxes, have estate considerations or you need to plan for retirement, I can help.
After a career as a Christian education administrator, I was faced with the decision of having to relocate or look for a new opportunity to be able to stay in our home community of Willow Park. As a client of Edward Jones for many years and having an excellent relationship with my financial advisor, I knew Edward Jones was what I was looking to do for my next career: a place where I could use my skills to help people and to develop relationships with my clients on a personal level to better understand and meet their unique goals and needs.
I love to give back to my community. I have taught various Sunday School classes over the years and currently serve on my church's finance team. I am a founding member of the Aledo Rotary Club where we participate in various volunteer projects throughout the year including Habitat for Humanity and Salvation Army bell ringing. I am a past board member of the East Parker County Chamber of Commerce, and I am currently VP of our local Master Networkers chapter. I also serve in various capacities on a regional level for Edward Jones including as a veteran advisor mentoring new financial advisors.
My senior branch office administrator, Pat, and I have been working together for many years. Pat is here to help with any questions concerning your statement, dividends, stock certificates or your account in general. Together, we are a team dedicated to providing you with the highest level of service possible.
Please give us a call or stop by to visit; we are always here for you.
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
Phone NumberMike Smith at (817) 441-9439
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