Thank you for taking a few minutes to read a little about me and Edward Jones. As you look for your ideal financial advisor, I wanted to share how you and I would work together. Our first meeting is going to focus on you – what's important to you, your family and your future. It's important to me that we spend time getting a clear picture of your vision. Although I'm asking about you and your goals, it's all done in a very conversational manner. I work with experienced and inexperienced investors and find it important for those that haven't worked with an advisor know exactly what to expect. I'll partner with your CPA, lawyer and estate attorney to help keep your financial goals on track. At Edward Jones, we have an established process in place that offers a portfolio that is designed specifically for you based on your attitude towards risk and the amount of time we have to reach your goals.
Although I learned about hard work and dedication from my family, we didn't talk about money. I learned about finances over time and through a financial program at church which planted a seed in me to do more. That's one of the reasons I chose to work at Edward Jones – to help others achieve their financial dreams but specifically, to help those that are uncomfortable talking about their finances. I believe our past may have shaped who we are today, but it doesn't have to define our future.
My goal is to help you feel comfortable, confident and excited about building a better future for you and the ones you love.
I work with people all over the country by phone, in person or over zoom. Finding the right financial advisor is a big step. So, if you have questions about retirement, education savings, life insurance, annuities, financial strategies, want a second opinion or something unique to you; please contact me at:
[email protected] or my office at 972-492-6027.
I look forward to our first conversation and learning what's most important to you!
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Movies & Entertainment
- Culinary Arts
- Art & Theater
Phone NumberTonyia Cleaver at (972) 492-6027
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