Annette M. Reed, CFP®, AAMS®
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Chris Ellwood
I became a financial advisor to help hardworking businesses, families and individuals navigate the often complex world of personal finance. Many people can feel overwhelmed by jargon and systems that don't always align with their needs. My mission is to simplify these concepts and empower clients, through education, to make informed, confident decisions that align with their goals and values.
While not exclusive, my practice primarily focuses on skilled tradespeople, public employees, health care workers and environmental professionals — groups that often face unique financial challenges. I provide strategies to manage their finances effectively, whether it’s managing debt, planning for retirement, creating emergency funds or navigating fluctuating incomes.
When you work with me, you can expect clear communication, trust and timeliness. Together, we’ll create a financial strategy that is not only tailored to your needs but also aligned with your personal goals, whether that’s securing a comfortable retirement, buying a home or achieving financial stability for your family. I am committed to building lasting relationships and providing ongoing guidance to help you solve everyday financial challenges that impact your life.
I live in Ostrander with my two young sons, Wyatt and Wesley. Together, we enjoy outdoor adventures, like hiking, snowboarding and rock climbing. Beyond family time, I’m active in my community as a member of the Union County Chamber of Commerce, a volunteer with the Preservation Parks of Delaware County and a member of 1% for the Planet.
Jonathan M Stewart, CFP®, AAMS®
Bringing positive change to others has always been at the heart of my life and career. As a CERTIFIED FINANCIAL PLANNER® or CFP® professional and having also earned the Accredited Asset Management Specialist™ or AAMS® designation, I am privileged to channel this passion into helping clients pursue financial clarity and confidence in reaching their goals.
I believe financial results come from truly understanding what matters most to you. My approach centers on building long-term relationships and crafting highly personalized strategies — whether for growing wealth, planning retirement or leaving a legacy. By working closely with your attorneys, tax professionals and our extensive Edward Jones network, I offer a comprehensive and coordinated strategy backed by transparent and regular communication to keep you informed and on track.
A proud native of central Ohio, I am an alumnus of Gahanna Lincoln High School, The Ohio State University, and Ohio Dominican University. My wife and I enjoy rural life on our hobby farm with our horse, two large dogs and several cats. We are passionate about the outdoors, traveling and supporting our community through charitable organizations and the local YMCA.
Whether your goals are straightforward or complex, my commitment — as your dedicated financial advisor and as a CFP® professional — is to provide clarity, trustworthy guidance and support every step of the way. Let’s connect and begin building your secure financial future together.
