I joined Edward Jones in January of 2007, opening a branch in Amherst, OH. Prior to joining the firm, I worked as a financial analyst and accountant for 17 years.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand the goals you would like to accomplish before you invest your money. I can help determine the most appropriate financial strategy for you and your family. I can be a team member with your tax professional and attorney to achieve your objectives.
My primary goal is to help the individual investor develop a customized investment strategy to achieve long-term goals. This can be planning for retirement or looking for sources of income while in retirement, reducing your taxes or saving for a child's college education.
Please contact my office for a complimentary portfolio review. We can talk to find out what is important to you and create a strategy together to accomplish your future goals.
Focus areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
Office Information
Phone Number
Tim Uras at (440) 988-0139Branch Team
- Lisa Frank
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
Additional Hours
- Evenings
Branch Team
- Lisa Frank
- Sr. Branch Office Administrator
Branch Team
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