Preparing for retirement is like a cross-country journey. While it may seem like a long distance to cover, it starts with the first step of determining where you are today and where you want to be.
I joined Edward Jones as a financial advisor in 2007, opening the firm’s third branch office in Acworth, Georgia, became a limited partner in 2015 and received the AAMS® professional designation in 2010. I earned a bachelor’s in journalism from the University of Colorado.
Originally from Rio Piedras, Puerto Rico, I've lived in Acworth since 2009. I grew up in Columbus, Georgia, where my father was stationed at Ft. Benning. I've been married to my spouse, Kristin, since 2007 and have two children.
I have served the firm in many leadership capacities; currently as a regional leader. I have served as past chairman for the Paulding County Library Board and the West Georgia Library Board.
I work alongside two Senior Branch Office Administrators, Ginny Lee and Rachel King.
Ginny Lee is a Senior Branch Office Administrator with over 12 years of experience with Edward Jones. Prior to Edward Jones, Ginny worked in medical administration. She is the primary contact for client service and is usually the first voice you'll hear when you call our office. She is a proud grandmother to two rambunctious boys and a fur-mom to three rescue cats.
Rachel King is a Senior Branch Office Administrator with four years of experience with Edward Jones and more than a decade's experience in customer service. Rachel specializes in our region communication and management and is a secondary assistant to clients. She is currently finishing her Bachelor of Human Resource Management and hopes to earn her master's in communications shortly after. She loves being outdoors whenever possible.
We strive to provide highly personalized service by better understanding and meeting your unique goals and needs. If preparing for retirement is like a cross-country journey, allow us to be your financial GPS.
- Retirement Income Strategies
- Wealth Strategies
- Business Retirement Plans
My Personal Interests
- Scuba Diving
Phone NumberRoberto De Jesus at (678) 574-5166
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