My career as an Edward Jones financial advisor began with my longtime goal of making an impact on people's lives. I value the opportunity to serve as a resource for investors by guiding them toward achieving their financial goals. I enjoy being a part of my client's lives, building and growing relationships with them and their families. I started in the financial services industry in 1993 and have never regretted my decision to enter into this field.
I believe Edward Jones stands out from other firms because of how truly client centered we are and how deeply we care about and serve our clients. Our one-on-one approach creates a comfortable environment where our clients feel that we fully understand what is most important to them and will act in their best interest.
Our clients can expect a high level of service and a personalized approach. I create tailored solutions to solve the needs of our clients, including individual investors who are serious about developing a workable financial strategy (whether just beginning to save for retirement, recently retired or planning a legacy), High net worth clients who are looking for tax sensitive solutions and small business owners who want to invest through their company or develop a strategy for their personal portfolio.
I am originally from Winston Salem, North Carolina. I have lived in Tennessee, Washington and Oregon. I worked with the basketball team at the University of Portland. I have had the opportunity to enjoy the game of basketball as a player, coach, mentor and mentee. I love to watch my kids play sports, coach basketball and golf when I can. I am an avid golfer and I have been a member at Willamette Valley Country Club since the age of 30.
If you don't have a financial strategy or would like to review your current one, we offer complimentary consultations and would welcome the opportunity to hear from you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Coaching Sports
Phone NumberTod Billings at (503) 650-8313
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