I began my Edward Jones career in September 2000 and in 2011 became a limited partner with the firm.
I genuinely love my job as a financial advisor because what I do makes a difference in the lives of my clients and my community. At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs.
As a result of partnering with me, I help my clients have:
1. Clarity about their progress toward their financial goals.
2. A clear understanding of their financial health.
3. Knowledge that there is a plan in place for life's curveballs.
Every strategy I offer and every solution I recommend is based on what's most important to you. Once I understand your priorities, we can develop a strategy to help you work toward achieving them.
Each time we meet, we will review your personal situation because I do not use a "one size fits all" approach. Our conversations will be about you and your family. In an effort to bring simplicity to my clients' lives, I assist in consolidating their accounts and help them understand their investments. My goal is to partner with you for life and celebrate milestones and achievements along the way.
It is my privilege to serve not only my clients, but my community as well. I am a former member of Soroptimist International. For nearly 10 years, I volunteered with the Nile Garden Community Club in a variety of roles and at Sierra High for 15 years. I have served MUSD as a member of the School Site Council, Measure M Oversight Committee, Superintendent Council, Middle School Task Force and have been an employee of the district as well.
I also believe it's important to give back to my firm, which is why I have served as the Alzheimer's/Edward Jones Regional Coordinator. Currently I serve as a field trainer, which entails taking an active role in the development of a new financial advisor in the firm.
I invite you to experience the Edward Jones difference. Call today.
My Personal Interests
- Spending Time with Family
Phone NumberSharon T Amick at (209) 824-1000
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