Edward Jones is a Financial Services firm dedicated to serving the needs of individual investors. Member SIPC.
New clients often ask me, "When did I get into this business?" When I first thought about this I thought "oh," it was the day I became licensed to buy and sell securities and was first hired as a Financial Advisor. However, upon a bit of contemplation, I thought about how often our childhood experiences reflect who we are today. Taking this into consideration, and realizing that many answers are not black and white, here is my story. When I was 11 years old I received a gift of a stock from a dear uncle. Judging by its name, "Miniature Instruments," it may have been one of the first tech stocks to hit the market. This gift certainly had a significant impact because I still remember the name of the company and can still picture the stock certificate as my uncle held it up to me in my grandmother's living room, even though it was purchased during my early childhood! However, what actually meant more to me than his gift, was on the day that I received my securities license, I receive an unexpected call from my uncle, asking me to purchase a stock position for him to add to his portfolio! This was the first security I purchased as a licensed Financial Advisor. What a wonderful and exciting surprise that was. Totally unexpected, and reflective of his childhood gift to me.
To be sure, you can never underestimate the power and influence of a kind gesture and where it might lead, even years into the future. My uncle may never have realized the degree to which he influenced my career choice, or the satisfaction I now receive when helping people meet their multi-faceted financial goals.
We are a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. As a Financial Advisor, I do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Joni Bertram and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information.
Our office is a professional setting with an inviting and enjoyable atmosphere, where clients can speak freely and confidentially about their immediate financial situations and aspirations. It is a place where we listen closely, share mutual respect, knowledge, trust and our respective obligations. We strive to have a positive impact on our client's lives by understanding what is meaningful to them and by providing solid financial advice to help achieve their financial goals and to provide excellent client service.
to add Edward Jones - Financial Advisor: David McFadden map to your website;
We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. Privacy Policy