The year of 2020 gave many of us clarity on how we wish to spend our days ahead and what we wish to avoid. These are worthy conversations.
When it comes to your financial goals, the experiences you wish to have, the trips you plan to take, the legacy you strive to leave behind — each of these priorities deserve attention to detail, a holistic approach to planning and a dedicated financial counselor to partner with you through the years ahead.
With my clients, I work closely with you and your professional partners such as CPAs and attorneys. This individualized and comprehensive financial advice is something that makes my office unique. It has become a signature of our service so that you may feel more informed and more confident in your years ahead.
Decades ago, I started my journey with Edward Jones as a client. I know firsthand the importance of what an elevated relationship with your financial advisor can provide. I am honored to carry that experience forward. Today, I serve clients in 13 states and the District of Columbia.
Most of my clients are at or near retirement. They value the advice to transition from their careers to a comfortable retirement.
I also partner with businesses retirement plans — providing high quality service and education to business owners, employees and their families.
My dedicated team also includes Branch Office Administrators Casey Watson and Tricia Watson, along with thousands of personnel at Edward Jones. Whether online or in-office, we aim to connect with you wherever you are.
Outside of Edward Jones, you'll find me volunteering with the Neosho Area Chamber of Commerce Board of Directors and the Board of Advisors for the Neosho YMCA. All other hours are shared with my husband and our two children. In those hours, I am often a train conductor, pirate and chef.
Please reach out to Casey, Tricia and myself to schedule a complimentary comprehensive financial review or request a presentation at your next event. We look forward to talking with you soon.
Rachel E. Dobbs
- Wealth Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Art & Theater
- History and Museums
- Outdoor Enthusiast
Office Address421 Fairground Rd
Neosho, MO 64850 opens in a new window
Phone NumberRachel E Dobbs at (417) 455-9320
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
- Web Conferencing
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