At 13 years old, I was lucky enough to get my first investment. Immediately I was hooked – I knew that this was the path the rest of my life was supposed to take. From that moment, I was determined to be a financial advisor.
In 2001, my career with Edward Jones began when I opened an office in Jerseyville, IL, as a financial advisor. A few short years later, in 2003, it was my honor to become a limited partner with Edward Jones. In 2019, I qualified to attend Edward Jones' annual Managing Partner's Conference, an honor reserved for the firm's top 400 financial advisors. This was my fourth consecutive year qualifying for this prestigious honor.
As a native of Jerseyville, IL, I pride myself on providing financial assistance to the citizens of the community in which I have grown up in. I love sharing my passion for my work with my family; my wife, Malinda, and my three boys, Kaden, Trey and Myles. As a family man myself, I strive to help other families grow and prosper in their own individual financial needs.
My goal is to understand what aspects of finance are important to each client. From there, we will work together to build a personalized strategy to help you and yours achieve your goals. We will continue to work collaboratively together, helping to keep your financial goals intact and your financial future bright and prosperous.
- Retirement Savings Strategies
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
Office Address114 N State St
Jerseyville, IL 62052 opens in a new window
Phone NumberSteve Medford at (618) 498-8523
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