My job allows me the joy and privilege of helping generations of my clients go to college, travel, enjoy their hobbies and retire on their terms. Being a client of Edward Jones for many years and experiencing the level of service my financial advisor delivered to my family is still what inspires me today. My family is deeply rooted in the Miami Valley where I began my career with Edward Jones in 2006 and I'm proud to call it home.
Every strategy I offer and every solution I recommend is based on what's most important to you. I take time to deeply understand your needs, build customized strategies and collaborate with your legal and tax professionals to help build and preserve your wealth. We will also hold structured, scheduled reviews to make sure you stay on track.
My ideal clients are those who are serious about achieving their financial goals and prefer a personal relationship with their financial advisor. My values, honesty and integrity guide every aspect of my commitment to my clients.
In addition to my role as a financial advisor, I have supported the growth, success and development of the firm's female financial advisors for many years in my leadership role.
My personal passion is spending time with my family including my husband, Ron, three grown daughters and four grandchildren.
My senior branch office administrator, Lydia Matthews, began her career in Dallas in 2014 and we are very lucky to have her be a part of our branch team.
Give us a call or stop by the branch - we look forward to seeing you.
Office Address2016 South Alex Rd
West Carrollton, OH 45449
Phone NumberSusan L Gwyn at (937) 866-2997
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