Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I discovered their core values aligned with mine.
At Edward Jones, we focus on serving the financial needs of individuals investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.
I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand, why I suggest a specific strategy, what to expect from it and how much it is going to cost.
Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what's most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I'll partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategy needs to be as well.
I enjoy working with people who are serious about their finances and who appreciate steady, proactive guidance. My philosophy is to be diligent and pragmatic, and to follow a well thought out long-term plan to reach your goals.
I'm inspired every single day by the people I'm so lucky to work with and meet. My Branch Office Administrator, Linda Callender, and I strive each day to provide the most ideal client experience that we can. We are so fortunate to be able to serve the community and are eager to help more people.
- Portfolio Reviews
- Insurance & Annuities
- Estate & Legacy Strategies
- Wealth Strategies
My Personal Interests
- Sports Enthusiast
Phone NumberVernon Allen at (760) 726-7447
|Mon||09:00AM - 04:00PM|
|Tue||09:00AM - 04:00PM|
|Wed||09:00AM - 04:00PM|
|Thu||09:00AM - 04:00PM|
|Fri||09:00AM - 04:00PM|
- Web Conferencing
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