After an early career in engineering and construction management, including working overseas, I decided to give the financial world a try. It has been exciting, from trading a myriad of securities to institutional sales and trade recommendations. After four decades on Wall Street, my wife, Suzanne, and I moved from Connecticut to Paso Robles to be with our son, his wife and young daughter. Joining Edward Jones has been a rewarding experience, working with families and businesses to help them reach their goals and dreams.
Listening to clients as they express what their lives are about has provided insights to possible solutions to their unique needs. Whether you are preparing for or living in retirement, providing for your children's education, ensuring protection for your family, managing your estate or establishing retirement plans for your employees, our team at Edward Jones is there to help. We provide value by understanding what is important to you, using an established process to build personalized strategies for you to meet your goals, then partnering with you throughout your lifetime to help keep you on track.
My branch office administrator, Jon Manson, has more than 24 years of industry experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on him with questions concerning your statement, dividends, stock certificates or your account in general.
There are three things I strive to provide my clients throughout our time working together:
- A clear explanation of the investments I recommend.
- Timely updates on market conditions and volatility.
- Transparent explanations of costs.
I enjoy working in our community, and also participate in tennis, pickleball and golf, and I join the Alzheimer's Walk each year. Connect with me on LinkedIn and follow me on Facebook.
Please call us for a complimentary financial review.
- Business Retirement Plans
- College Savings
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Active Lifestyle
Office Address1046 Vine Street
Paso Robles, CA 93446 opens in a new window
Phone NumberTerrence J Crowe at (805) 226-8225
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