My introduction to the Edward Jones family started in 2005 when I opened an account. I needed some advice for a financial situation and didn't know where to turn. After interviewing several firms, I was shocked to find that advisors spoke AT me, but no one spoke WITH me. When they did speak to me, I couldn't really understand anything they said. I kept looking until I came to Edward Jones.
When I met with the financial advisor for the first time, the experience could not have been more different! He was attentive and looked me in the eye as we had a meaningful conversation about my finances. His questions helped me share with him what was most important to me and ultimately, the goals I wanted to accomplish. The financial advisor spoke to me in a way I could understand and made sure my life goals were the priority. By the time I left, I understood exactly how the pieces were going to fit together toward accomplishing my goals. In fact, my experience was such a positive one, I wanted to replicate it for others. In the spring of 2008, I started my own practice at Edward Jones as a financial advisor and also earned my AAMS® professional designation.
I opened my office in Garland, Texas and was blessed with an exceptional branch office administrator, Julie Dixon, who has been with the firm since 2005. Together, we focus on truly getting to know our clients, understanding what is most important to them and providing solutions in a way they can understand. Our ultimate goal is to present our clients with all the information they need so they are equipped to make financially sound decisions.
If, like me, you want to have an invaluable conversation that will take you through this process step-by-step in a way you can understand, give us a call.
We would love a chance to meet and work with you to guide you through the process of planning for your financial future.
Phone NumberAntonio Caufield at (972) 530-2466
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