I became a financial advisor so that I could have a positive, meaningful impact in the lives of my clients and my community. My goal is to help organize, build, protect and transfer wealth with exceptional client service.
I believe it's most important to understand what you're working towards. Every client has unique goals and unique circumstances. My recommendations are not a one-size-fits-all solution. I will work closely with your CPA, attorney and other professionals to help determine the most appropriate savings, spending and legacy strategies.
Common goals include retirement savings/income strategies, legacy/estate considerations, reducing taxes, paying for education and preparing for the unexpected.
We partner with our clients throughout their lifetime. I came to Edward Jones because of my family's Edward Jones financial advisor. I want to continue making a difference for generations to come.
I attended Vincennes University and Indiana State University; graduating in 2013 with my bachelor's.
While my office resides in Linton (my hometown), my husband, Roy, and I live in Graysville. Roy is a Journeyman Lineman through IBEW. We have one daughter, Reese. We enjoy sports and outdoor activities, and travel to new destinations as much as we can.
Focus areas
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
- Retirement Savings Strategies
My Personal Interests
- Outdoor Enthusiast
- Sports Enthusiast
- Traveling
- Spending Time with Family
- Health & Nutrition
Office Information
Office Address
136 13th Street NWLinton, IN 47441 opens in a new window
Mailing Address
P O Box 428Linton, IN 47441
Phone Number
Olivia Kendall Wyndham at (812) 847-2289- Jess Taylor
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Monday | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Friday | 08:00AM - 04:30PM |
Fri | 08:00AM - 04:30PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Connect on Social
- Jess Taylor
- Branch Office Administrator
Branch Team
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