One-size-fits-all may be fine for some investors, but I believe financial strategies should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, creating an estate plan or inheritance, I can offer custom solutions tailored to all your financial goals.
In 2007, I began my Edward Jones career as a financial advisor in Albany, GA and continue to serve clients across the country. I became a limited partner with Edward Jones in 2015.
I earned an MBA from Georgia Southwestern State University in 2003. I received the CFP® professional designation in 2015 and the Chartered Financial Consultant™ designation in 2021.
I have been married to my spouse, Ashley, since 2002 and we have two sons.
My senior branch office administrator, Lavon "Bubba" Sheffield, has more than 20 years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on him with questions concerning your statement, dividends, stock certificates or your account in general.
At Edward Jones, I focus on you. The firm has thousands of people and advanced technology supporting my practice so that I can help you reach your long-term financial goals. I provide highly personalized service. All aspects of my practice are aligned to help better understand and meet your unique goals and needs. Simply stated, I want to be the financial services "standard" – to be known for delivering world class service with exceptional financial advice that is specific and unique for each of my clients.
- Estate & Legacy Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Intergenerational Planning
Office Address1151 Dawson Rd Ste M
Albany, GA 31707 opens in a new window
Phone NumberTrae Sims at (229) 438-8466
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