Office Address:

Directions to Office:

US-1 to exit 95. Head W on HWY 55 for 0.4 miles, take a left on Perry Rd. (on left)

Phone Number:

Website:

Degree(s):

Bachelor of Business Administration, BBA (Concentration: Trust and Investment Management)
Masters of Business Administration, MBA

Areas of Expertise:

Trust & Estate Planning, Retirement Planning, Wealth Preservation

Background Information:

Firm
Edward Jones, headquartered in St. Louis, is one of the
nation’s most convenient suppliers of financial products for
individual investors. Edward Jones is one of the only firms to
serve individual investors exclusively. The firm has more
than 7 million clients.
Offices
With more than 9,000 offices in all 50 states, Edward Jones has
more branch offices than any other brokerage firm in the country.
In 1994, Edward Jones’ Canadian affiliate opened its first
office and today has more than 550 branch locations. In the
spring of 1998, Edward Jones ventured into the United
Kingdom, opening eight offices as Edward Jones Limited. Today,
Edward Jones has nearly 160 locations in the United Kingdom.
Philosophy
The Edward Jones philosophy is that service to the individual
is of utmost importance. Its more than 10,000 financial advisors
provide this personal brand of service by discussing their clients’
individual investment needs on a one-on-one basis. Having
cultivated a previously untapped market of investors, Edward
Jones financial advisors provide quality, long-term investment
opportunities that include a broad mix of municipal,
government and corporate bonds; mutual funds; common
stocks; and tax-advantaged securities.