Since joining Edward Jones, I have worked alongside my father, a financial advisor since 1984. This past year, with great emotion, my father turned the page to the next chapter: retirement. Some days, I feel like he was reading this chapter aloud to me and I began to understand, more clearly than ever, the concerns, the worry and the joys he, and our clients, experienced moving into this season of life.
At Edward Jones, we respect the goals of the serious, long-term individual investor, developing customized financial solutions. Solutions for any chapter in the book of life - living in or saving for a comfortable retirement, college savings plans, estate considerations, preparing for the unexpected and saving on taxes - are created through a personalized, well-diversified, quality, long-term process.
I aspire to build generational relationships with my clients - guiding younger generations in building a realistic strategy to start saving early and often, help their parents maintain and grow their hard-earned nest egg for a fulfilling retirement, and serve their grandparents by providing options for future generations or leaving a legacy through charitable giving. I invest in face-to-face relationship building, but also value technology to help serve clients in other cities or states.
My passions are my family and all that they love (sports, the water, Fortnight and Legos), participating in triathlons, Alzheimer's Association, Rotary Youth Exchange, our local hospital and gaining perspective and adventure through travels.
I think strategically, love the written word, accept a good challenge and continuously think ahead. A relationship investor, I live for a good run and appreciate success.
These things are important to me... More meaningful, what's important to you?
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Insurance & Annuities
- New Investors
My Personal Interests
- Spending Time with Family
Office Address2101 W 5th Street
Plainview, TX 79072 opens in a new window
Phone NumberRegan S Manning at (806) 293-9551
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