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.
Categories: Financial, Financial Advisor, Rocky River
Updated 10 months ago.