As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. I can help determine the most appropriate financial strategy for you and your family.
In 2004, I began my Edward Jones career as a financial advisor and became a limited partner with the firm in 2011.
I have earned degrees from Connors State College and Northeastern State University in business and finance. Also, I earned the CFP® certification. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I have served the firm as a volunteer in multiple roles. Also, I have served on various boards of many organizations in the community, including Advisory Board chairman of the Muskogee Salvation Army and vice mayor for the town of Fort Gibson, OK.
My senior branch office administrator, Cordie Gregory, has 20 years of experience and is dedicated to providing you with the highest level of service possible. She also supports the firm by being involved in various volunteer roles.
Lillian Roberts, my newest Branch Office Administrator, joined our team in March of 2022. She is also dedicated to providing you with the highest level of service possible.
We focus on providing highly personalized service. All aspects of our business are aligned to help better understand and meet our clients' unique goals and needs.
- Retirement Income Strategies
- Portfolio Reviews
- Wealth Strategies
- Intergenerational Planning
- College Savings
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Scuba Diving
Office Address1411 S York St
Muskogee, OK 74403 opens in a new window
Phone NumberT J Ellis at (918) 682-4808
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