As an Edward Jones financial advisor, I believe it's important to understand what you are working toward before you invest. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I also help with a retirement savings strategy so that you have more options when you retire, regardless of what you decide to do.
My career at Edward Jones began in 2004 as a financial advisor in Jenks. Today, Edward Jones serves the community from four convenient locations.
In 1982, I earned a bachelor's degree from the University of Tulsa; a master's degree from the University of Oklahoma in 1990; and an MBA from Oklahoma City University in 1994. In addition, I received the AAMS® 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 am a member of the Jenks/Bixby Chamber of Commerce. I have served as past president for the Jenks and Bixby Chamber and the Jenks Public Schools Foundation Board.
At Edward Jones, 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. We provide the investments, services and tools our clients need to work toward their financial future.
We are focused on you and your goals. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
My Personal Interests
Phone NumberTrena Thomas at (918) 299-3768
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