As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
I joined Edward Jones in 2000, opened a branch office in Springfield in 2002 and was named a limited partner with the firm in 2011. Over the years, I have served as a mentor to many new financial advisors and as an existing office field trainer.
I received a Bachelor of Business Administration from St. Norbert College in Wisconsin, earned the AAMS™ professional designation and I am registered in more than 20 states.
My wife, Ann, and I are Springfield natives and are the proud parents of three children – Kate, Jack and Mary Helen. I am very involved in the Springfield community serving, or having served, on the Finance Council for the Diocese of Springfield in Illinois, Springfield Jr Blues Hockey Team Board of Directors, Sacred Heart-Griffin High School Finance Committee and Board of Directors, and as longtime youth hockey coach and instructor.
Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Phone NumberTim Healy at (217) 528-2827
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