Allowing someone into your financial world is a deeply personal and often overwhelming decision. It is important to choose a partner dedicated to truly understanding what is most important to you regarding your goals and dreams for the future. I am dedicated to working with your professional team, including your CPA, attorneys and others, to help determine the most appropriate strategy for you, your family and your business. Creating a comprehensive view of your unique situation is critical to tailoring a customized plan for your goals.
My first experience with Edward Jones was as a client. That relationship helped to shape my understanding of the firm’s vision and purpose, and gives me the opportunity to realize my passion of helping others succeed financially. With over 20 years of industry experience, my diverse background in banking, lending and debt management allows me to understand and appreciate all aspects of a client’s financial picture.
Consistent communication and support from my team ensure that every client is a priority and every plan is updated regularly. Additionally, understanding the commitment required of both sides of the financial advisor/client relationship is a key factor in the success of any financial plan.
I am proud to be part of this community and believe in giving back. Whether as an instructor, mentor or board member, I have been honored to be part of several local organizations such as RMU-Women’s Leadership, Chatham University-Center for Women’s Entrepreneurship, SRU-Institute for Learning in Retirement and Play it Forward.
My story includes my husband, Michael, and two active kids, Emily and Luke. When I’m not in my office, you’ll typically find me at a field or in the gym cheering them on at one of their games!
If you are searching for a trusted financial advisor for yourself or your business, I invite you to take that first step and call our office to schedule an appointment.
Connect with me on LinkedIn and Facebook.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
- Movies & Entertainment
Phone NumberTraci L Conlon at (724) 933-0331
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