I remember visiting my grandma as a child and being fascinated with her passion for investing. The TV would be on silent, with all the stock tickers moving across the bottom of the screen. The financial section of the newspaper was folded over to the page with all the stock information and much of the page was decorated with her shorthand and a bunch of different highlighted numbers in bright green and bright red.
At the time, I didn't realize that what my grandma was doing was working to provide a lasting legacy for her family, and that together with help of her financial advisor, all that scribbling and highlighting helped pay for some of my college education as well as provide the necessary down payment on my first home. This was a driving force in my own desire to become a financial advisor. I wanted to help families achieve their financial goals just like my grandma had done with her financial advisor.
With over 10 years of experience in the financial industry, I have found my home working as an Edward Jones financial advisor - a firm that aligns with my own values. I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to help you reach your long-term goals.
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation. It all starts with you. Give me a call and let's get started: (619) 209-7784.
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Phone NumberNick Stone at (858) 458-9406
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