At Edward Jones, every strategy we offer and solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.
I have a passion for education in explaining the complexities of the market in simple terms.
I began my Edward Jones career in 1988. After a 20-plus year career in the Edward Jones headquarters in St. Louis, MO, the last 10 years as a partner responsible for our International Fixed Income Trading Department, I relocated to Westlake Village, CA to build and serve the community as a financial advisor in 2011.
I earned a bachelor's degree from the University of Notre Dame in 1988 in the field of economics and an MBA from Saint Louis University in 1992. In addition, I received the CFP® professional designation in 2016.
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.
Originally from Kansas City, MO, I lived 25 years in St. Louis prior to moving to Westlake Village. I have two children, a son and daughter, who are graduates of Indiana University, Bloomington.
My branch office administrator, Kim Sullivan, has over five years of experience and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call on her with questions concerning your statements, dividends, stock certificates or your account in general.
At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our offices so that we can help you reach your long-term financial goals.
Phone NumberTom Yoon at (805) 379-4914
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