As an Edward Jones financial advisor, it is important for me to invest my time in understanding what's important to you before you invest your money. The financial world, particularly investing, can often be filled with confusing jargon, complex strategies and seem like a foreign territory; I will work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
A graduate of North Carolina State University in Raleigh, I hold a bachelor's degree in accounting. I later obtained my Master of Business Administration from Georgia Southern University. I have spent over 20 years as an accounting and finance professional within various industries. I came to Edward Jones after knowing this is what I wanted to do 10 years prior; understand and help clients meet their unique goals.
I am proud to serve a variety of clients, whose goals range from growing wealth to saving for college, to planning and living a successful retirement. Many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.
I love my job because it offers the opportunity to make a significant impact on the lives of individuals, families and business owners who, in turn, benefit their families, communities and chosen charities.
Due to my holistic approach, I welcome the opportunity to partner with you and your attorney, CPA and other trusted professionals to help you develop a complete, tailored strategy, specific to your needs and goals.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- Divorce Finances
- Employee Stock Options
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address804 Bombay Lane
Roswell, GA 30076
Phone NumberNashica McRath at (678) 366-3606
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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