As an Edward Jones financial advisor, I believe it's important to invest my time to understand 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 can also help with your retirement savings and income strategies so you have more options when you retire, regardless of what you decide to do.
In 2001, I received my bachelor's degree in business from Frostburg State University, which was also the year I entered into the financial industry and became a licensed advisor. In 2006, I began my career with Edward Jones as a financial advisor in Cumberland, MD. In 2008, I transferred to the Whitehall, PA, branch office and in 2010, I became a limited partner with Edward Jones. I also currently serve as culture of compliance leader for the region. In addition, I am a member of AAMS®.
I am very active in the community, serving as a board member for the Valley Green South HOA. I currently reside in Center Valley, PA, with my wife, Paula, and five children.
At Edward Jones, we are focused on you. We provide the investments, services and tools our clients need to work toward their financial goals.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberSteve Parrish at (610) 776-8030
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