Personal relationships, understanding your priorities, risk assessment and developing specific investment strategies to achieve your goals are how I have worked with clients for the past 21 years.
There can be many questions that surround the topics of building wealth, retirement and income distribution, social security, wealth protection and college planning, among others. I have the experience, knowledge and sincerity to listen and find out what is important to you. A personal relationship can make these complex topics easier to understand and plan. I work closely with you and your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you, your family and your business.
My deep personal relationships began as a child growing up in Alva, OK, being part of a family-owned aviation business. I have built my Edward Jones business by applying my family's business values of integrity, compassion and dedication to serving my clients and their families.
I became a limited partner with Edward Jones in 2011 and have had the opportunity to serve in various leadership and coaching roles within Edward Jones. I currently serve on the region’s leadership team.
Our team includes Senior Branch Office Administrator Debbie Brown, who has 20 years of experience in our office. Stacey Jennings has joined our team as a Registered Branch Office Administrator, bringing over three years' experience with Edward Jones. They are both dedicated to providing you with the highest level of service possible and getting to know what is important to you. Please don't hesitate to call either of them with any questions.
At Edward Jones, we focus on you. We understand that our clients are busy. We have processes and resources to help keep our clients informed and on track with their financial goals. We happily serve clients all across the U.S.
We look forward to serving you and your family.
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Phone NumberTeresa S Malzahn at (405) 848-0047
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