As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
Before Edward Jones, I served in the United States Army. I decided after a few years to leave in order to spend more time with my, then growing, family, and continued my education at the time 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 to help others. Thus, leading me to Edward Jones.
My wife, Mandy, and I have two daughters: Brianna and Caley. We are very proud of our girls. We are also happy that we have raised them in the Wesley Chapel community and have called it 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 focus is on what is important to you. With the help of our firm and thousands of people as well as technological resources supporting our office at all times, we hope to work with you to help you reach your long-term financial goals.
My Personal Interests
- History and Museums
- Movies & Entertainment
- Spending Time with Family
Office Address2748 Windguard Circle Ste 101
Wesley Chapel, FL 33544
Phone NumberWilliam Morales Jr at (813) 991-7034
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