As a financial advisor with Edward Jones, I guide individuals, families and business owners to develop personalized strategies which lead to financial independence. Through our collaboration, my clients can achieve the freedom to engage in the things they love to do, in the places they love to be, with the people they love the most.
My process is based on gaining an understanding of what is most important to them. I help clients see money not as an object but as a tool to help them live their best lives possible by accomplishing what is most important to them. We then work together to devise tailored financial strategies, and we maintain regular contact to ensure that plans adapt to reflect their current situations. To better serve my clients, I earned my CFP® professional designation in 2013.
My clients are a diverse group, from individuals to couples to multigenerational families, with many things in common. For them, security is of the utmost importance, and I am keenly aware of their family, health, purpose and financial needs. Retirement is about new choices and new challenges, and I strive to help my clients connect their money with their values and purpose. I have a special affinity for working with women investors, especially single women approaching and living in retirement.
Within Edward Jones, I serve on the Investment Advisory Task Force and as a client solutions leader. I volunteer with First Tee, a children’s empowerment organization, and with local financial literacy programs. Outside of the office, I enjoy being active, especially with golf and a bocce league. My love of travel and golf has led me to play golf courses worldwide, from Southern California to Northern Europe.
Let's talk so that you can learn more about how my team and I can help you manage the details of your financial life, so you can fully live the life you have imagined.
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
Phone NumberTina DeWitt at (970) 926-1728
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