With every client, it is a priority that I know what is most important to you and your family. I invest time understanding and appreciating what your goals, values and priorities are before making any investment recommendations. We do this by following an established 5-step process. From there, our branch team partners together with your CPA, attorney and our team of professionals at the Edward Jones home office. We do this to help ensure that we have the most suitable financial strategies in place for you and your family. Helping our clients live the retirement they dreamed about is what I enjoy most.
My career as an Edward Jones financial advisor began in 2008. I am currently Series 7 and Series 66 securities registered and hold both life and health insurance licenses as well. In 2016, I received the CFP® professional designation.
My Branch Office Administrator, Keri Welch, joined Edward Jones in 2011. She brings experience and integrity to our process and has a sincere interest in your future. Our commitment to you is to provide a high level of service and trusted advice.
My wife, Elisa, and I have two children; a daughter, Lauren, and a son, Joe. We enjoy spending our time together on the water and at ball games. We believe community involvement is important and we enjoy participating in local community events.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberThomas E Furse at (843) 566-1247
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