As an Edward Jones financial advisor, my top priority is helping individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help you develop an investment strategy to help you work toward achieving your goals. The key, however, is to start now.
I bring to my practice 18 years of experience as a financial advisor, as well as 18 years of experience in municipal bond sales and stock portfolio strategies. I earned a Bachelor of Arts degree in economics from Columbia University and my MBA in finance from the University of Minnesota.
On a personal note, I have been married to my spouse, Patty, for 35 years. We have four daughters.
At Edward Jones, we’re focused on you. We provide highly personalized service, and all aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Please contact our team to begin discussing your situation and options.
Phone NumberShane F Cotner at (248) 646-6595
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 04:00PM|
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