As an Edward Jones financial advisor, I am sometimes asked why I do what I do. The answer is simple. I enjoy the time I spend with my clients and appreciate the opportunity to help them achieve financial wellbeing. After a career in industry finance as a financial manager and business analyst, I joined the firm in 2015. Since then, I have had the privilege to serve clients with a wide range of financial needs. There is nothing more rewarding than using my experience to make a difference in their lives and those of their families.
Personal finances can sometimes be intimidating, so I prioritize educating my clients and making them feel more comfortable, confident and in control. I am supported by a team of professionals, including my Sr. Branch Office Administrator, Carol Miller. She strives to provide exceptional client service in a welcoming environment.
Outside of the office, I serve on the board of trustees for the O'Neill Center, and I get to work with a great group of people as co-chair of the local Walk to End Alzheimer’s. Also, with my local Edward Jones colleagues, I lead our effort to help the Washington County Children’s Services provide Christmas gifts for children in need. In my free time, I enjoy kayaking, golfing, home projects and spending time with family and friends.
Contact my office to learn more about how I can assist you with your financial goals. My team and I look forward to meeting you.
Focus areas
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
Focus Areas
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- History and Museums
- Canoeing
Personal Interests
- Spending Time with Family
- Community Outreach
- History and Museums
- Canoeing
Office Information
Office Address
327 Fourth StreetMarietta, OH 45750 opens in a new window
Phone Number
Tim Kern at (740) 374-6950Branch Team
- Carol Miller
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wednesday | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thursday | 08:30AM - 05:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Connect on Social
Branch Team
- Carol Miller
- Sr. Branch Office Administrator
Branch Team
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