Since joining Edward Jones in 2005, I have been providing financial advice for a select group of business owners, professionals and retirees who, amongst other things, desire a comfortable retirement and a strategy to efficiently transfer their wealth to the people who are important to them.
Along with other awards, every year since 2013 I have attended the Edward Jones Financial Advisor Leadership Conference which is designed for the top 1200 financial advisors within the Edward Jones firm.
My wife, Elizabeth, and I have been married since 2001. We have four children whom I have enjoyed spending time with. As a family, we enjoy hunting, skiing, traveling and other outdoor activities.
My branch team consists of Katie Vernon and Preston Paul. Katie, our senior branch office administrator, has worked at Edward Jones since 1999. Preston, our branch office administrator, has worked at Edward Jones since 2019. They each deliver exceptional client service by proactively meeting our clients' needs.
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Coaching Sports
- Outdoor Enthusiast
Phone NumberStoney Thomas at (903) 938-4447
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