As an Edward Jones financial advisor, I believe it's important when meeting with clients and prospective clients to be a good listener and take them on a journey based on where they are today and where they want to be at retirement. We will use an established process to build personalized strategies to help you reach your goals.
What I enjoy most about my role is the life experiences that I am able to share with prospective clients and clients. Some of these life experiences include being divorced, widowed at the age of 36 with a 2-year-old daughter to support and care for, providing the means to send three children to college and dealing with aging parents. We set up college funds for each of them knowing the importance and expense of education.
I began my Edward Jones career in 2009 as a financial advisor in Leawood, KS. Prior to becoming a financial advisor, my husband and I had been Edward Jones clients for over 20 years, collectively. I hold the Series 7 and Series 66 securities registrations as well as an insurance license. Growing up in Texas, I am a third-generation graduate from Texas A&M University (class of '85) with a bachelor's degree in agricultural economics/business. In 2007, we moved to Overland Park, KS with our daughter, who at the time was in third grade. She is now in her senior year in college attending Texas A&M University. In January 2021, I accepted an opportunity to transfer to an Edward Jones branch in Bryan, TX. I am thrilled to be back in Texas and look forward to growing my business. We are enjoying being empty nesters. Outside of work, we love to travel the world and spend time with friends, family and our three grandkids.
My Branch Office Administrator, Cheri Hobbs, has lived in the Bryan area for eight years and looks forward to working with Edward Jones clients.
Building relationships are key. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
- Retirement Income Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Active Lifestyle
- Sports Enthusiast
- Wine Collecting/Enthusiast
Office Address1873 Briarcrest Drive
Bryan, TX 77802 opens in a new window
Phone NumberTracy Coker at (979) 774-9954
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