As a financial advisor of over ten years, I have found it is vital to know what is most important to you. Then, we will use our established process to partner with you over your lifetime to help you achieve your goals. I welcome involvement from your CPA and attorney, since wealth strategies are more than just investments.
After graduating from Texas A&M University in August 2010, I began my career as a financial advisor with Edward Jones when I relocated to St. Louis, Missouri to work at the headquarters. They offered me an opportunity to move home and work in the community where I was raised, so I jumped on the opportunity and have been in Lee County ever since. In 2019, I accepted an invitation to become a limited partner with the firm.
In addition to holding the CFP® and AAMS® professional designations, I have completed the Series 7, Series 66 and SIE registrations and am a General Lines Agent with the Texas Department of Insurance.
Outside the office, I enjoy spending time with my husband, John, and our three kids. We are actively involved in youth sports and our newest hobby of beekeeping.
My goal is to use personalized wealth strategies with you and your family to help you reach your financial goals. I look forward to the opportunity to partner with you throughout your life to keep you on track and help you reach your goals.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
Phone NumberRachel L Conley at (979) 542-6061
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