Experience and Background
I came to Edward Jones in 2005 after working as a youth and music minister for seven years. My work as a minister prepared me in many ways to work with families. I got to spend time with families as they said, "Goodbye" to those they love, or "Hello" to their new baby brother. I am very lucky to have this experience prepare me to work with the beautiful families I now know.
I came to Edward Jones after getting two bachelors' degrees from Baylor University in international business and marketing sales. I worked with my father, Ken Box, who was a financial advisor for 39 years and since then I have helped two other financial advisors in my office. In the same way my father trained me, I have helped train other newer financial advisors for the past 12 years.
I really enjoy working with families as they endeavor into the new. I help them as they plan and enter retirement, start a business, or start a family. This means that we get to work with great teams of CPAs and attorneys to help our clients.
You have to know your clients if you are to be successful. It's very important that you can laugh and be honest with one another. Trust. We strive to know our clients, their loves and heartaches. We focus on customizing their financial picture to fit their lives and the lives of the generations that are following them.
I have been blessed to work with many families and their multiple generations. I consider it a HUGE compliment when you trust me enough to ask me to work with you aunts, uncles, parents and kids.
Now, I get to work with families and help them create a strategy for life.
I look forward to getting to know you as well and helping your family meet their goals.
My Personal Interests
- Home Improvement
Office Address103 Ymca Drive
Waxahachie, TX 75165 opens in a new window
Phone NumberNick Box at (972) 938-0346
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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