At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I graduated from the University of North Alabama with a Bachelor of Business Administration. I have been providing financial advice since 2006. Over the past decade, my experience has taken me through all aspects of the financial services industry, including wealth strategies, investment management, banking and lending, and risk assessment.
I advise my clients on how to use their investment portfolios to remain financially independent throughout retirement. As a financial advisor, my mission is to understand your financial goals, to help you create and implement a comprehensive financial strategy to achieve your goals, and to partner together as life happens to keep you on track.
I believe that identifying financial solutions begins with a solid understanding of your unique situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs.
My branch office administrator, Nancy Brackin, has over 15 years of experience in financial services and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
It is our honor and privilege to work with our clients and help them achieve their financial independence. We would love the opportunity to partner with you to keep you on track to meet your goals.
- Charitable Giving
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Intergenerational Planning
- College Savings
Office Address108 E Tennessee St
Florence, AL 35630 opens in a new window
Phone NumberRodney W Bowerman at (256) 284-7354
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