My relationship with Edward Jones started way back in 2003 after my dad passed suddenly; my mom reached out to a financial advisor for long-term advice on the recommendation of a close friend. He compassionately listened and crafted a personalized strategy based on her priorities.
If you're a business owner whose been dedicated to growing your business and are curious about wealth strategies that make sense for you...
A professional who stays busy between your work and personal life that is looking for long-term investment strategies...
An individual who just went through a loss or separation and isn't sure where to start...
Or a high net worth individual or family looking for an efficient strategy today that also aligns with your legacy...
You deserve a trustworthy, knowledgeable and compassionate individual to help advise you through any or all of these scenarios so that you can spend your time and energy on what matters most.
To help get my clients where they way to be, I partner with their professionals such as estate, divorce and business attorneys, CPAs, insurance agents and more who are all on board to create a comprehensive strategy to help reach those goals while providing exceptional service.
Outside of the office, you'll find me spending time with family. My husband, Steve, and our two dogs enjoy being outdoors, especially by the water. We love to get together around good food, both at home or one of the great spots here in Austin.
My Personal Interests
- Spending Time with Family
Office Address911 Ranch Road 620 N Ste 201
Lakeway, TX 78734
Phone NumberRoxanne Miles at (512) 297-2342
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 03:00PM|
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