As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are 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 enjoy working with clients who are seeking assistance in understanding their specific financial goals and are willing to work with our established process to build personalized strategies to help reach those goals.
I started my financial services career in 1999 and have been an Edward Jones financial advisor for over 17 years. I became a limited partner with Edward Jones in 2015.
I earned a B.A. degree in business and economics from the University of Pittsburgh in Pittsburgh, PA, in 1983. In addition, I received the CFP® professional designation in 2014.
The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My senior branch office administrator, Martha Hilty, has 30 years of financial services experience and is dedicated to providing our clients with the highest level of service possible. Please do not hesitate to call on her with questions concerning your account.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Charitable Giving
Office Address614 Wharton Blvd
Exton, PA 19341 opens in a new window
Phone NumberT.R. Campbell at (610) 458-1065
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More