Category – Financial Advisor
Biographical Info
As an Edward Jones financial advisor I bring my full career experience and passion for this industry into my practice. The most important lesson I have learned from working in this industry for over two decades is that people and relationships mean everything. Which is why I use this lesson every day to build strong relationships and connect with the families I commit to working with. My clients often come to me in order to protect or transition their assets and to build financial strategies in the most efficient way possible.
We use a solutions-based approach to develop personalized strategies and pull it all together with sophisticated advice and a detailed strategy for long-term growth. I thoroughly enjoy the process of developing complex financial strategies and if needed will work together with your accountants, attorneys and other professionals.
At Edward Jones we’re focused on you. Every strategy we offer and every solution we recommend is based on what’s most important to you! The firm has thousands of people and advanced technology supporting our office so that we can focus on you and helping you reach your long term goals.
What excites me most about this job is seeing a financial strategy go full cycle…
You don’t need to go at it alone.
I am committed to providing excellent customer service and financial education throughout our process. Please don’t hesitate to contact me to discuss your personal situation and options. We are happy to help.
Biographical Info
Hi, I’m Marie. I am a financial advisor with Ameriprise with 20 years experience.
At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:
· 1:1 financial advice based on your goals and needs.
· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
· Regular meetings to review your goals, progress and investments.
· Anytime access to your investments and digital tools to help you stay on track.
As passionate as I am about being a financial advisor, I also love to give back to the community. I have been a mentor with Reach Our Youth for a number of years and also sit on their Board.
Biographical Info
I am a fully licensed financial advisor in Elyria. At Edward Jones, we focus on serving the financial needs of individual investors and small businesses.
Coming from a blue-collar family where many did not have a financial advisor to give them personalized advice, I have seen firsthand the lifechanging scenarios that can occur without the proper guidance. As a result, I have a passion for serving members of the community; to help them find their purpose, achieve their goals, and live the life of their choice. I do so by providing education and financial solutions that are specific to their personal or business situation.
I graduated from Cloverleaf High School, earned my BA from The University of Cincinnati and my MBA from Keller Graduate School of Management.
Outside of the office, I pursue many activities to help out in our community, including:
– Leadership Lorain County (2021 Jeptha Carrell aware recipient)
– Toastmasters (Medina Leaders Speak)
– Working Women Connection (North Ridgeville chapter)
– Lorain County Chamber of Commerce
In my free time, I enjoy traveling, trying new cuisines, antiquing and strengthening my personal relationships.
Biographical Info
Lauri Mackey is a Financial Advisor with Edward Jones Investments in Medina, Ohio. She holds a Series 7 General Securities License as well as a Series 66 Uniform State Law License. She is a Registered Representative in the states of California, Colorado, Florida, Indiana, Michigan, Ohio, Pennsylvania, and South Carolina. In addition to this, Lauri is a licensed Life, Health, and Variable Contracts Insurance Agent. As a Financial Advisor, Lauri works to understand what is most important to her clients. She uses an established process to create customized strategies to help her clients achieve their financial goals. Lauri believes it is important to meet with her clients on a regular basis to keep them on track. She specializes in planning for retirement, living in retirement, saving for education, preparing for the unexpected, and saving on taxes.
Biographical Info
As a financial advisor with Edward Jones, my mission is to empower women financially and help them develop their wealth mindset. To do this, I use an established process to help you set and achieve your goals. My clients and I like to think of it as creating a roadmap to reach that final destination. There will be many stops along the way, but by partnering with myself, we can put a strong plan in place to get you there.
I enjoy spending time with family and friends, staying current on the latest fashion trends, traveling, reading, and a good Netflix recommendation.
At the end of the day, my goal for my clients is that they feel confident with their money, secure in their plan, and most importantly, respected. I look forward to the opportunity to partner with you and your family!
Biographical Info
I believe it’s important to invest my time in understanding what you are working towards before you invest your money. It is also important to determine the level of risk you’re comfortable accepting so we can balance it with the steps necessary to reach your financial goals. Working closely with you and your CPA, attorney and other professionals, I can provide a comprehensive service to you and your family. As your financial advisor, I am here to partner with you through all the stages of your life, make adjustments to your strategies where appropriate, and keep you on track.
I spent the first 20 years of my career in the financial services industry and joined Edward Jones in 2015. I have a special interest in financial education and the impact that knowledge can make on families and communities. In addition to working with my clients, I serve on the Edward Jones Leadership team where I coach and mentor new financial advisors. I currently serve as a trustee on the Mercy Hospital Foundation Board. I have also volunteered with the Girl Scouts, Lorain County Urban League, Leadership Lorain County and school theatre and band groups.
My husband, Scott, and I raised our family in Lorain County. We have three wonderful children, two terrific sons-in-law and have been recently blessed with our first grandson who is the star of our family. In my free time, I enjoy spending time with my family, hosting family dinners, playing games and hanging out with our dog and “grand dogs”. I also love gardening, genealogy, being outdoors, wine tasting, tea and traveling.
My sr. branch office administrator, Pattie Murphy, has been serving clients at Edward Jones for over 16 years. Pattie prides herself on providing clients with the highest level of service. She and her husband enjoy spending time with their daughter and granddaughter and cheering on Cleveland sports teams.
We look forward to meeting with you and helping you plan and achieve your financial goals.
Biographical Info
I specialize in designing retirement transition plans for people 5-10 years from retirement which involves strategies to maximize social security benefits and optimize monthly cash flow while shielding against potential road blocks such as longevity and high health care costs. A few personal tidbits about me are I go by “Mickey” and have since I was a child. My husband Mike and I love to travel both stateside and internationally. My favorite activities are snowboarding, kayaking, and basically anything outside. I believe God has called me to this position to help people find peace about their finances.