As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your certified public accountant, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings plans so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a financial advisor in 2003, opening the firm’s third branch office in Mount Pleasant, Iowa. In 2015, I relocated to Spring Hill, FL with my wife of 26 years, Chris, and two children.
In 2000, I graduated from Iowa Wesleyan College; I hold a Bachelor of Arts degree in business administration. In 1987, I joined the United States Army Reserves. I served as a training non-commissioned officer and received an Army Achievement Medal in 1992 for battalion soldier of the year. I was honorably discharged in 2000.
I have served the firm as a visiting veteran, level new leader, field trainer, and mentor. I have been active in the business and civic affairs in Mount Pleasant for many years, serving as a past president of the chamber of commerce. I have been a member of the Area Development Commission and have served as the president of the Kiwanis Club of Mount Pleasant, Iowa.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Wealth Strategies
- Business Retirement Plans
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Auto Racing
- Culinary Arts
- Wine Collecting/Enthusiast
Phone NumberTroy V Spence at (352) 688-0731
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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