As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
I have been with Edward Jones for almost 16 full years and began my career with the firm in 2008 as a financial advisor in Willis. Originally from San Diego, I have lived in Willis since 1968. While in Willis, I received my AAMS™ designation from the College for Financial Planning. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My branch office administrator, Maureen Malandrucolo, has nearly 21 years of experience at this office and is dedicated to providing you with the best service possible. Please don't hesitate to call her with questions concerning your statements, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you and what's important to you, your family, your goals and needs. The firm has thousands of people and advanced technology supporting our office so we can provide you the service you desire and help you reach your long-term financial goals.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
Phone NumberStephen J Dosier at (936) 890-1600
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