Since the start of my career with Edward Jones, I have been committed to helping individuals and families effectively manage the financial domain of their lives to help achieve their short-term and long-term life goals. We do this through a disciplined process of proactive strategies and informed decision-making.
My approach to financial advice for my clients integrates four core principles:
A Strategic Process: We use a discovery approach to clarify and prioritize goals. Once goals have been established, we can implement a tailored investment strategy to help achieve those goals.
A Tailored Investment Approach: We believe in long-term investment principles that incorporate quality and diversification. An asset allocation framework will be created based upon your financial objective and your comfort with risk. We leverage global resources to help make prudent investment decisions.
A Focus on Service: We provide a higher level of service to a select number of clients, which includes ongoing education and guidance; frequent communication of timely, relevant, actionable information; and prompt responsiveness.
A Continuous Improvement: I am committed to a pursuit of self-development. I will continuously expand my knowledge to empower and educate you so you can understand the strategies and solutions we use to help meet your needs in an increasingly complex and ever-changing market environment.
While I have the capabilities and resources to meet the broad-based needs of my clients, my focus is on understanding what is most important to you so that we can use an established process to help you achieve your goals. Then we will partner together to keep you on track.
In addition to working at Edward Jones I am a current member of Rotaract and a former Ball State University athlete.
I welcome the opportunity to meet with you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- New Investors
- Divorce Finances
My Personal Interests
- Personal Fitness
- Sports Enthusiast
Office Address227 A 3rd Street
Henderson, KY 42420 opens in a new window
Phone NumberTheo Williamson at (270) 826-0553
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