As your Edward Jones branch team, we believe it's important to invest our 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 can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
In 1987, I joined Edward Jones as a financial advisor, opening the firm's first branch office in Sun Prairie. In addition, I was named a principal with the firm in 2001. From 1999-2015, I was a regional leader and responsible for 70 financial advisors in an area encompassing Southwest Wisconsin.
In 2003, I qualified to attend the Edward Jones annual Managing Partner's Conference, an honor reserved for the firm's top 400 financial advisors. 2020 was my 12th year as qualifier.
I earned a bachelor's degree in business administration from the University of South Dakota in Vermillion. In addition, I received the AAMS® professional designation in 2007.
My wife, LeeAnn, and I have one daughter and four sons. Active in the community, I am a volunteer with the Shared Table and a board member of Sacred Hearts School Endowment Fund and Capital Cities Muskies Inc.
My branch office administrators, Patti and Pam, have over 32 years of combined experience and are dedicated to providing you with the highest level of service possible. Please don't hesitate to call on them with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
- Wealth Strategies
- Intergenerational Planning
- Charitable Giving
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
- Scuba Diving
- History and Museums
Phone NumberSteve L Soma at (608) 837-2700
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