I have been a financial advisor with Edward Jones since 2012. I began my career with Edward Jones in 2004 as a branch office administrator.
I believe that everyone should have choices regarding their future. Through a careful financial analysis, I know that I can help my clients save for retirement, create a legacy strategy and save for college expenses. I serve a diverse group of clients, from individual investors to families to business owners, and pride myself in providing exceptional client service.
Using an established process, I help my clients build customized financial strategies that are specifically designed to help achieve their goals. I take the time to truly listen to my clients in order to fully understand what is important to them and determine how I can help. I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs and attorneys, always keeping client information confidential.
I genuinely love my job because I am able to help others and make a profound difference in the lives of my clients and their families and friends. To help serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ or CFP® certification, which requires continued education and an ongoing commitment to heightened ethical standards.
Outside of my role with Edward Jones, I am dedicated to supporting my local community. I am an active member of the Niles Service League.
I have a dedicated Senior Branch Office Administrator, Ada Robb. Ada has earned the Financial Paraplanner Qualified Professional™ or FPQP® certification to assist our clients with their planning and financial needs. Together, we are committed to serving our clients and community. If we can be of service to your family, please don't hesitate to reach out for a complimentary strategy meeting. We can be reached at 269-684-6418 or via email at becky.brown@edwardjones.com.