At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
I joined Edward Jones as a financial advisor in 2001, opening the firms first branch office in Fort Lupton, CO. I have enjoyed living and raising my kids in the Fort Lupton area. I am married to my wife, Christina, and we have four grown children.
I earned a bachelor’s degree from Henderson State University. In addition, I received the AAMS® (Accredited Asset Management Specialist¿) professional designation in 2007. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. I became a limited partner with Edward Jones in 2015.
With 19 years' experience through the ups of the bull markets and downs of the bear markets, my only focus has been on the goals and concerns of my clients.
My Senior Branch Office administrator, Trish O'Brien, has 18 years of experience and is dedicated to providing you with the highest level of service possible.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- History and Museums
Phone NumberTony Merritt at (303) 857-3983
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