As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. 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. The strategies I offer and the solutions I recommend are based on what's most important to you. Once I understand your priorities, I can help you identify specific financial goals and develop strategies to help you work toward achieving them.
I began my Edward Jones career in 2010 as a financial advisor in Garland. I have served the firm as a field trainer, level coach, mentor, recruiting leader, culture of compliance leader, performance leader and currently as an advanced level leader. I have also earned the AAMS™ designation from the College for Financial Planning.
My wife, Jennifer, and I are originally from Southern California. We have been in Texas since 2004. We have two daughters and have been married for 19 years. Our younger daughter competed in gymnastics and now is playing volleyball and taking horseback riding lessons, while our older daughter plays club volleyball. I also enjoy participating in local 5K's, half marathons, marathons, and playing soccer on the weekends.
My branch office administrator, Robin Dollins, reconnected with her elementary sweetheart at their 40-year class reunion and married in 2019. They both enjoy RVing in their spare time. She has six years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
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- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Phone NumberWesley A Oliver at (972) 864-1901
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