We believe that it's important to understand what clients are working toward, before offering them investment advice. We listen, care and wholeheartedly dedicate ourselves to helping our clients achieve their definition of financial success.
I began my financial career in the insurance industry, then joined Edward Jones in 2006 in the Midwest. Being a Florida native and University of Florida Alumnus, I was thrilled to relocate my practice to Gainesville, FL in 2011. I have enjoyed building my business in the community, across the state and around the country.
During my tenure, I have qualified for the Edward Jones Women's Conference, became a limited partner in 2010 and served in various leadership roles, helping other financial advisors build long-standing client relationships. In 2018, I was named regional leader of North Central Florida, providing guidance and support to over 60 branch teams.
Our branch team includes Nichole Wilcox and Zuly Freeborn, who are dedicated to providing exceptional service to our clients and business partners. We work as a team to understand what is important to you. Our branch uses an established process to build personalized strategies to help you achieve your goals and partner with you throughout your lifetime to keep you on track.
My husband, Ed, and I enjoy traveling internationally, supporting local charitable causes and spending time with our children and grandchildren. We also enjoy watching/attending Gator sporting events as often as possible with our family and friends.
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberReagan K Potts at (352) 375-2323
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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