Being a financial advisor with Edward Jones is profoundly special to me. I have a unique background with this firm. My family has three generations of Edward Jones financial advisors with over 100 years of combined experience. I have witnessed the lives that my grandfather, grandmother, father and many other family members have impacted and changed. Not just with helping individuals and families reach their financial goals, but the deep and meaningful relationships they have developed over the years. This firm has been with me my whole life and words can't express how much I enjoy helping my clients reach their various financial goals and creating lasting relationships.
As your financial advisor, I believe it is critical to deeply understand what is most important to you and what you are working toward. Whether it be planning for retirement, saving for college for your children or grandchildren, or simply just trying to protect the financial future for you and your loved ones, I deeply enjoy taking the time to identify each goal that you have. Once the goals have been identified, we will implement our firm's established process to tailor specific strategies to help you achieve those goals. It is then my commitment to partner with you and monitor your progress to help make sure you stay on track during the stresses, strains and changes during an investing lifetime. Throughout it all, my branch office administrator, Patricia Gay, and myself are dedicated to providing you with world class service.
It takes a team. We will leverage the strengths of our home office, from our investment policy committee, product review team and research analysts to thousands of other experts along with our firms advanced technology to help ensure you receive the most current and comprehensive guidance. I also coordinate and work in tandem with CPAs, attorneys, life insurance specialists and other professionals. Feel free to contact our office to begin your tailored strategy today.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
Phone NumberPeyton Williams at (972) 221-6163
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|