Welcome to Edward Jones. For more than 30 years, I've been serving clients from Spokane's South Hill as an Edward Jones financial advisor. As a limited partner since 1998, I believe that it's important to invest my time in understanding what you're working toward, before you invest your time and money. I believe that investments should be tailored to your needs, whether those goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance for your loved ones.
My wife, Tina, and I love traveling and spending time with our five children and four grandchildren. We are big Gonzaga Bulldog basketball and Montana Grizzly football fans! Growing up in Montana, I visited Yellowstone and Glacier Parks as a child and have a "bucket list" goal to visit all 61 National Parks in my lifetime. What are your personal and financial goals?
Our business is to help individual investors achieve their financial goals by:
1) Finding out what is important to you.
2) Using an established process to help you build personalized strategies to achieve your goals.
3) Partnering with you over time to help keep you on track.
Edward Jones and I use long-term investment strategies to help you accumulate wealth over time. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.
My branch office administrator, Veronica Watke, is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her to schedule an appointment to address your questions or concerns.
I'm inspired to serve my clients by meeting face to face or over the phone - to provide them with information that they need to make informed and financially sound decisions. Please contact me to discuss your situation, potential investment options and possible solutions.
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberSteve Wilkins at (509) 535-4501
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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