As a retired US Army officer and veteran, I began serving my country decades ago in faraway lands. As a financial advisor, I continue to serve my community much closer to home. Edward Jones provides me the tools to effectively help clients identify, assess and take steps to achieve their goals.
I focus my practice primarily on helping my fellow veterans, first responders, and their family members who I have found have not been exposed to a good thorough financial education which potentially leaves them a step behind. Edward Jones has a whole host of workshops and support for folks who are either looking for an understanding of the planning process, financial tools and investments or support bringing their goals to life.
As a certified rescue diver and private pilot, I use checklists to make sure nothing is forgotten or overlooked that could cause harm to myself, passengers or dive buddies. I also use checklists, worksheets and questionnaires as a financial advisor for many of the same reasons. They help me provide the thorough service my clients deserve.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. I am currently accepting new clients and would welcome a chance to put myself and my company to work for you and your family.
Edward Jones is a financial services firm dedicated to serving the needs of individual investors.
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
My Personal Interests
- Scuba Diving
Phone NumberTodd A Jones at (847) 391-9155
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