Missy Phelan

What's important to you?

Is it planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most? I could go on and on about investments and the different products that we offer here at Edward Jones, but if I don't know what is important to you and your loved ones, all the knowledge in the world is not going to help you. It is important to me to find out the reasons why you are seeking out a financial advisor, so that I can help you create a personalized strategy to reach your goals.

You may be wary of speaking with someone that you just met about one of the most personal things in your life; your money and finances. This is why it is important for me to earn your trust, so we can work on making your dreams a reality.

We live in a digital world, but there are certain things that cannot be achieved digitally, and one of those is human connections. Finances may seem black and white, but there are times when emotions come into play, and that is something a robo-advisor cannot assist you with. As a mother of two children and three dogs, a supervisor for Manor Township and a volunteer for other community activities, I can appreciate having the convenience of doing certain tasks online. However, when I am in need of assistance, the very last thing I want to do is call an 800 number and be routed to numerous people to get my answer. Furthermore, I welcome the opportunity to work with your attorney, accountant and other trusted professionals which leverages everyone's expertise.

Whether you feel financially secure and prepared for your future or if you feel a little lost or uncertain about your finances, we can work together to create a customized strategy that is right for you. My branch office administrator, Angel Becker, and I look forward to the opportunity to help you live your best possible life!