My career as a financial advisor with Edward Jones began in 2007. Before joining Edward Jones, I worked as a financial advisor at Merrill Lynch for 13 years. Prior to my career in the financial industry, I was a realtor for six years, after earning a Bachelor of Business Administration from Eastern New Mexico University in 1987.
Vision: My team strives to the be the first choice in financial services for high-net-worth families.
Mission: Providing professional and reliable service with honesty, integrity and trustworthiness.
Born in Carlsbad in 1964, my family moved to Sacramento, NM in 1970. In 1987, my wife, Janis, and I returned to Carlsbad to start our careers and raise our family. We have two adult sons, Brad and Bryan.
Community service (present): Founding member of COPS (Citizens Offering Police Support) 2012-present (president 3 terms). Carlsbad Rotary Club (20-plus years, past pres.); First United Methodist church since 1995, having served in varied positions. Janis and I have hosted a college and career age bible study in our home every Monday night since 1999.
(Past): Landsun Homes Exec. Committee (12 years, four as president); Landsun Homes Foundation (12 years as president); Univ. of the SW Foundation (five years).
Edward Jones: Current state chair of the EJ's Grassroots Task Force for NM; GRTF is dedicated to making the voice of the individual investor heard on Capitol Hill. Comprised of financial advisors from all 50 states, representatives serve as a constituent resource for elected officials and staff to ensure they are well-informed on legislative and regulatory issues impacting investors.
Awards and recognition: EJ FA Leaders (top 750 in the firm) (3 years); Managing Partner's (top 400 advisors in the firm) (6 years); Barrons top 1200 state by state advisors 2020, Forbes/Shook Best in State Wealth Advisors 2022. Source: Forbes.com (April 2022:Data as of 6/30/21).
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Portfolio Reviews
- Business Retirement Plans
My Personal Interests
- History and Museums
- Community Outreach
Office Address302 N Canyon Street
Carlsbad, NM 88220 opens in a new window
Phone NumberPaul H Trone at (575) 885-9435
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- Web Conferencing
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