As an Edward Jones financial advisor, I believe it's important to understand you and your financial goals when you decide to invest your money. It's also important to understand the level of risk you're comfortable accepting to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop tailored strategies to help you achieve your goals.
Born and raised in Okeechobee, I am a 4th generation Okeechobean. Since 1982, my career and my passion has been in the financial industry. My life-time experience sets my branch apart from other financial advisors. Over the years I have mentored and volunteered support to several Edward Jones associates. As a leader I have served as a field trainer and level leader of this great company.
My branch office administrator, Antoinette Rodriguez, is also dedicated to providing you with the highest level of service. Antoinette is bilingual, fluent in Spanish. Prior to joining my team, Antoinette held a leadership role as the Director of the Chamber of Commerce of Okeechobee. She understands our community and the folks that make Okeechobee a special place.
But we're not alone here in Okeechobee. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a strategy that leverages everyone's expertise.
Let's get started! Call us at (863) 357-4724 or email us at [email protected] to schedule a time to discuss your needs. We'll show you how we build a long-term strategy to help you achieve your goals and monitor your progress to help make sure you stay on track.
Through it all, we're dedicated to providing you top-notch client service.
- Portfolio Reviews
- Retirement Income Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Community Outreach
Phone NumberSharon A Covey at (863) 357-4724
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More