I started with Edward Jones as a branch office administrator in 2006. After 18 months of watching my financial advisor empower and educate clients and seeing the affect he had, on their lives and their families' lives, I passionately began the processes of becoming a financial advisor myself. After surviving a bad motorcycle accident, I became even more committed to not only helping clients build strategies and define goals, but to going the next step and protecting that work and their legacy.
At Edward Jones, we value personal relationships based on a deep understanding of what is important to you. We use a solutions-based approach tailored to your individual goals and provide exceptional personal service. I can help you prioritize your needs, define your goals and build personalized strategies to help you achieve them.
I proudly became a limited partner in the firm in 2018 and took on a leadership role in 2019. Every aspect of our firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which we live and work.
WHO WE ARE:
My husband, Chris, and I have lived, worked and worshipped in Gilchrist county since 2005. We have six children who still live here locally, we have two beautiful granddaughters and our first grandson on the way. I am currently on the boards of the Gilchrist Prevention Coalition and the Newberry Main Street Organization and am a member of the Newberry Lion's Club. Chris and I are active in our church and with the local schools and assisted living facilities.
My branch team, Sandy, Nancy and Valerie, are experts at client service and have a genuine interest in our clients. We would love the opportunity to provide answers to your questions and strategies for your goals. There is no cost or obligation for a face to face or virtual consultation. Call us today to schedule a time that is convenient for you.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Military Professionals & Veterans
My Personal Interests
- Active Lifestyle
- Sports Enthusiast
- Community Outreach
Office Address25349 W Newberry Rd
Newberry, FL 32669
Phone NumberSheila K Smith at (352) 472-2776
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