As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you're working towards before you invest your money.
Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your family.
Before joining Edward Jones, I served in the United States Army. After a few years, I chose to separate in order to spend more time with my then-growing family and continue my education, with studies in finance.
From 2000 to 2008, I owned and operated a mortgage company until the financial crisis of 2008 made me reflect on how I could use my education and experience to help others. Thus, leading me to Edward Jones.
My wife and I have two adult daughters which we raised in the Wesley Chapel community we have called home since 1998.
Cathy Giacinto is my business partner and branch office administrator. Together, we work to give our clients a level of care that makes them feel understood, informed, in control and secure.
Our main goal is to focus on what is important to you and your family. As a firm with over 100 years of serving clients, we have the resources needed to help clients' take care of all their financial needs.
I care deeply about everyone I work with and look to build lifelong relationships. I look forward to working with you to help you reach your goals.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- History and Museums
- Movies & Entertainment
Phone NumberWilliam Morales at (813) 991-7034
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