Working with serious, long-term investors, I truly enjoy helping people solve problems, reach financial goals and realize their hopes and dreams. At Edward Jones, I have all the tools, resources and support to help my clients with a broad range of services, such as wealth strategy, asset allocation strategies, retirement and education savings, and portfolio reviews, to name a few. I work with people in all phases of financial life, from young professionals, mid-career job changers needing help with a 401(k) and retirees drawing investment income, to higher net worth families and individuals wanting to grow, preserve and transfer wealth.
My career in financial services began in 1994 and I have over 20 years of experience in the field. My background includes many years of international corporate banking as a VP-level relationship manager and credit officer working with multinational corporate and global investment management clients, as well as private banking and wealth management for high net worth individuals and families. I joined Edward Jones in 2011.
My education includes high school at Lyndon Institute in Northern Vermont, a BA from Gordon College, near Boston, and a Master of Science in business administration degree from Boston University. I currently hold FINRA Series 7 and 66 licenses and a Washington State life insurance license.
Edward Jones fosters an environment of giving back and serving the communities where our financial advisors live and work. I currently serve on the board of trustees for the Stanwood-Camano Area Foundation and I am excited about the impact we are having for good in the community. I have also been an active member of local Rotary clubs and have held various leadership roles with my local church. I strongly believe in doing what I can to help make our community and broader world a better place. In my free time, I enjoy being with family, exploring and photographing the great Northwest.
Focus areas
- Wealth Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
Focus Areas
- Wealth Strategies
- Socially Conscious Investing
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Intergenerational Planning
My Personal Interests
- Photography
- Outdoor Enthusiast
- Hiking
- Cooking
- Motorcycles
Personal Interests
- Photography
- Outdoor Enthusiast
- Hiking
- Cooking
- Motorcycles
Office Information
Office Address
9106 271st St. NWStanwood, WA 98292 opens in a new window
Mailing Address
P O Box 1439Stanwood, WA 98292
Phone Number
Ronald A Kennedy at (360) 629-5393Branch Team
- Gisele Ostrofe
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | Closed for Holiday |
Monday | Closed for Holiday |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | Closed for Holiday |
Monday | Closed for Holiday |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 05:00PM |
Friday | 08:00AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Gisele Ostrofe
- Sr. Branch Office Administrator
Branch Team
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