I am a financial advisor with Edward Jones, serving a wide variety of clients.
At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work towards achieving them. I believe in creating a personalized strategy which creates a portfolio of steady growth. I maintain regular contact with my clients to inform them of any developments in their accounts and keep them on track.
I am proud to serve clients whose goals range from growing wealth to saving with tax-free investments to planning and living a successful retirement. I work with mutli-generation families to develop unique strategies of wealth transfer. I enjoy working with clients who like to dream big and are willing to roll up their sleeves to do the work needed for long-term financial success.
My service in the Untied States Air Force helped to build a strong sense of duty and pride for our country. In four years of active duty, I worked as an aerospace medic flying multiple missions across the country. A sense of purpose and motivation fuels every step of my career. I find every learning opportunity fascinating and consider myself a lifelong student. I attained the CFP® designation in 2011 from The Certified Financial Planner Board of Standards Inc. The CFP® certification is awarded to individuals who meet the board’s requirements for professionalism in financial services.
On a personal note, my wife, Lily, and I have lived in Cedar Rapids since 2003 and have three children. We spend all our time between sporting events and participating in school activities for the kids. We enjoy golfing, Hawkeye Football and any time hanging out with friends around a fire pit.
Phone NumberSeth R Willenborg at (319) 393-0801
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