I became a financial advisor with Edward Jones in order to serve families in a deep and meaningful way. I believe our financial health determines so much of our life's trajectory, and it is an honor to help my clients organize, protect and transfer their wealth.
As your Edward Jones branch team, we believe it's important to invest our 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. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
I joined Edward Jones as a financial advisor in 2009 and bring more than 18 years of experience in the financial services industry to the table, as well as hold the AAMS® professional designation. My Senior Branch Office Administrator, LeTicia Eldred, has more than 14 years with the firm and is dedicated to providing you with the highest level of service possible.
The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
We are very passionate in our office about family and community. 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 the business and their lives.
At Edward Jones, we want to understand what's important to you. We'll use an established process to build personalized strategies to help you reach your goals, and we will partner together throughout your life to help keep you on track.
My Personal Interests
- Art & Theater
- Community Outreach
- Social Responsibility
Phone NumberZack Davis at (662) 895-0745
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 03:00PM|
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