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 joined Edward Jones in 2008 and I opened my office here in Marathon in 2009. It has been my honor to serve this community for the last 10-plus years. I hold a master's degree in addition to my AAMS® designation, my CRPC® designation and Certified Financial Planner® certification.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I am active in the community and try to volunteer whenever and wherever I am needed. In the past, I have participated in and served on the boards for Leadership Monroe County, Habitat for Humanity, the City of Marathon Firefighter's Pension, the Marathon Business and Professional Women's Club and the hospital foundation. I have also served with the Marathon Yacht Club Auxiliary and on the committee for the Sombrero Beach Run benefitting KAIR.
My Senior Branch Office Administrator, Janine, has over 10 years of experience 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.
I would like to help to provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- College Savings
- Insurance & Annuities
- Estate & Legacy Strategies
Office Address11400 Overseas Hwy Ste 220
Marathon, FL 33050
Phone NumberSarah A Cizmas at (305) 743-6121
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