I believe that your financial health is something to embrace and with the right team beside you - those dreams can become reality.
Our mission is to help clients build a solid framework for making informed decisions relating the their financial needs. We begin by identifying what is truly most important to you and then build a plan to achieve those goals. Using an established process allows us to ensure our clients understand what is required in order to achieve their financial goals. From preparing for retirement, living in retirement, preparing for the unexpected and education savings, we provide the solutions to help our clients succeed. We will then partner together over the long term to ensure they stay on track.
Building an Edward Jones practice has been a goal of mine for many years and after a successful real estate career it was time to start helping individuals prepare for their future. Being a financial advisor with Edward Jones has allowed me that opportunity. Growing up in Montgomery has also allowed me to serve this community in many ways.
When I'm not in the office my husband and I are spending most of our time with our three daughters and their families. Our four grandchildren keep us very busy. When we have extra time we can usually be found on the golf course.
We are the home to all of your financial needs. Our commitment to excellent service is provided to you through loyalty and a trusting environment. Welcome to our family.
My Personal Interests
- Spending Time with Family
- Community Outreach
Office Address18001 Hwy 105 W Suite 212
Montgomery, TX 77356
Phone NumberPam Tipton at (936) 582-4142
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