As a veteran Edward Jones financial advisor, I know the importance of developing a strategy and seeing it through. I understand that your financial needs can be complex and specialized. Working closely with you and your family, my team uses an established process so that we can fully understand what's most important to you. We then design personalized financial strategies needed to help achieve your goals. Let us worry about your financial matters so you can be stress-free.
I began my Edward Jones career in 2009 when I was extended an offer to manage a branch office in Chanhassen, MN. I came to Edward Jones from an executive position in a major metropolitan law enforcement agency.
I attended Minnesota State University at Mankato and graduated with a bachelor's degree with two minors. In 1994, I graduated from the F.B.I. National Academy in Quantico, VA.
My wife and I have two children and we live in Eden Prairie. We are actively involved in our church, children's school and sports, and community events.
My branch office administrator, Abby, has been with Edward Jones since 2017 and she is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with any questions you may have.
We firmly believe 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 businesses and their lives.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberPerry Heles at (952) 470-1177
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