My sister first introduced me to Edward Jones just after my beautiful twin daughters were born; she was a client and spoke highly of the firm. I became an Edward Jones client shortly after and prior to the birth of my son.
After personally experiencing Edward Jones help in my family achieving our financial goals, I began researching Edward Jones and was drawn to the opportunity to help others plan, save and invest in their own future.
In addition to being a financial advisor, I have a background in engineering and have learned a few things:
1. For an engineer, communication is the ability to understand technical complexities, the ability to effectively listen and the ability to implement a collaborative strategy. As a financial advisor, I want to understand the client’s goals and then execute a personalized strategy to help make them a reality.
2. No two projects are ever the same. Variables beyond the control of the engineer impact the outcome -- a reality he knows and accepts. Through planning and preparation, he is able to successfully respond to a changing environment. My pulse is on the ever-changing conditions in the financial industry in order to keep my client’s goals on target.
3. It goes without saying; you can go further when you work together. Any engineering project that is completed successfully has a great team, and at the center of that team is always the client. As a financial advisor, I work with my clients with that same mindset and welcome the opportunity to work with your accountant and attorney to deliver a personalized strategy that leverages everyone’s expertise.
At Edward Jones, my job is to understand the goals of every unique client and to help them achieve those goals. But I am not alone. Thousands of financial professionals and advanced technology support my office so I can help ensure each client receives the most current and comprehensive guidance.
Office Address1778 Sea Lark Ln
Navarre, FL 32566
Phone NumberSteve Pennington at (850) 396-4295
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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