As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to you and what your financial goals are before you invest your money. Once we've uncovered your goals, I'll use an established process to build a customized financial strategy to help you meet them. With that strategy in place, I'll partner with you throughout your lifetime to ensure you stay on track and make adjustments when necessary or when life's unexpected events get in the way.
I truly love helping my clients, many of whom have become like family. I especially enjoy educating my clients on their investments and guiding them through their important life decisions.
I couldn't do it alone. My branch office administrators, Cathie Peterson, Debbie DeConte and Diane Nichols, are an integral part of my office. Cathie has an extensive administrative background and is dedicated to providing you with the highest level of service. Debbie and Diane assist with client service and educational workshops.
I grew up in Pennsylvania and moved to Cape Coral in 1985. I began my career with Edward Jones in 1994, opening the first office in Cape Coral. I became a limited partner with Edward Jones in 2000. In order to better enhance my industry knowledge, I earned my AAMS® designation in 2004, which involved completing a 12-module professional education program, passing a final examination, and committing to a code of ethics and continuing education. In 2006, I earned my CRPC® designation.
Within the firm, I currently serve as a culture of compliance leader. I value community involvement and support the Cape Coral Community Foundation, Cape Christian Fellowship and the Alzheimer's Association.
My husband, Greg, and I have two grown children, as well as two grandchildren. When not at work, I spend my time traveling, gardening and volunteering in the community.
- Retirement Income Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Personal Fitness
- Spending Time with Family
Office Address1402 S.E. 46 Lane
Cape Coral, FL 33904 opens in a new window
Phone NumberTerry L Frith at (239) 542-6629
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