Hello and welcome. As an Edward Jones financial advisor, I feel it's equally important to get to know an investor on a personal level and to understand their financial situation before we go through our established process on achieving financial independence.
Personally, I was born and raised in the small community of Jefferson, Oregon. After completing college, I moved to Corvallis and began a 16-plus year career as a civil designer with CH2M Hill (now known as Jacobs Engineering). While I truly enjoyed the challenging work and dynamic people at Jacobs Engineering, I felt something missing. I've always enjoyed getting to know people individually and when I was approached by a veteran financial advisor about the possibility of working for Edward Jones, I couldn't help but listen. I had personally been with Edward Jones for over 20 years as an investor and knew they devoted considerable time getting to know their clients on a personal level.
Outside of my work, I am a father to my son, Henry (8), and daughter, Dorothy (6). I now call Albany home once again and in my spare time, I enjoy spending time on home improvement projects, raising small farm animals and watching the kids enjoy country living. No matter what, I always find time to enjoy the view from the back deck. I also enjoy taking the kids camping, fishing, hiking and weekend trips around the great state of Oregon to see all that it has to offer.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We also work together and monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Please contact us for a no obligation meeting to discover the Edward Jones way.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Estate & Legacy Strategies
- New Investors
Phone NumberPhillip A Long at (541) 928-7334
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