As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
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 business and their lives.
In 2007, I began my career with Edward Jones as a financial advisor. Today, Edward Jones serves the community from over 13,000 locations.
My wife, Jamie, and I have been married for 20 years. We have two boys, Tate, age 20, and Jaxon, age 13. I served in the United State Army from 1997-2000 as a Cavalry Scout.
Patricia Holliday, my branch office administrator, and I are dedicated to providing highly personalized service. We develop and implement tailored financial advice aligned to each client's needs.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
Phone NumberNick Keyser at (972) 783-1535
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