At Edward Jones, what is most important to you is what is most important to us. We value a personal relationship based on a deep understanding of your unique financial needs. Knowing this allows us to build a specific strategy tailored to your specific goals.
In 2012, I began my Edward Jones career as a financial advisor in Saint Michael. My goal was, and still is, to build a successful business helping others reach their dreams through planning and investing. Though our work isn’t done, we have impacted a countless number of individuals and families. I’m looking forward to many more years to come.
Our office, myself and Laura Kealy, branch office administrator, are both dedicated to providing you with the highest level of service possible. We know when it comes to your finances, getting your questions answered is extremely important. Between the two of us, we want to be available for you every day banks are open. Please don’t hesitate to reach out to us.
We are currently taking on a limited number of new clients. By limiting our client capacity, we’re able to provide current and future clients with a concierge-like service experience. We’re looking to add clients that want help managing/choosing their investments, saving/investing for a specific goal or are going to be retiring in the next five years. If this is you, give us a call or send an email to schedule time to learn how we can help.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.