Category – Financial Advisor

 
Photo of Michelle Dubena
Michelle Dubena
Financial Advisor Edward Jones
Home 1087 East Broad St Elyria Ohio Work Phone: 440-366-0452 Cell Phone: 440-506-0875 Website: https://www.edwardjones.com/financial-advisor/index.html?CIRN=HlIK%2FZMZOqXKEumMrZXncBO41FBbcmN3RJxtPSpFZ%2FWisGx8Qr8Rytw91ZenP%2BFW

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.

Categories: Finance, Financial, Financial Advisor, Grafton
Updated 4 months ago. Return to top.
Photo of Marie Elmlinger Shultz
Marie Elmlinger Shultz
Financial Planner Ameriprise Financial
Home 1604 E Perkins Ave – Suite 109 Sandusky OH Work Phone: 419-624-0606 Cell Phone: 419-681-2267 Website: https://www.ameripriseadvisors.com/marie.t.shultz/

Biographical Info

Hi, I’m Marie. I am a financial advisor with Ameriprise. I have 18 years experience in the field. I help clients reach their goals through the use of financial planning and investments.

I am active in my community and have mentored through Reach Our Youth (like Big Brothers, Big Sisters) for 11 years. I am also a member of their board.

Categories: Financial Advisor, Sandusky
Updated 3 months ago. Return to top.
Photo of Lauri Mackey
Lauri Mackey
Financial Advisor Edward Jones Investments
Home 735 N. Court Street, Suite C Medina OH Cell Phone: 330.242.2140 Work Phone: 330.723.7733 Website: www.edwardjones.com/lauri-mackey

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.

Categories: Financial Advisor, Medina
Updated 7 months ago. Return to top.
Photo of Maria Pace
Maria Pace
Financial Advisor Edward Jones
Work 57 First St SE Massillon OH Work Phone: 3308329319 Cell Phone: 3305716744 Website: www.edwardjones.com/maria-pace

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!

Categories: Brunswick, Financial, Financial Advisor
Updated 3 weeks ago. Return to top.
Photo of Kim Plzak
Kim Plzak
Financial Advisor Edward Jones
Work 1087 E. Broad St. Elyria Ohio Work Phone: 440-366-0452 Cell Phone: 440-240-3814 Website: https://www.edwardjones.com/kim-plzak

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.

Categories: Financial, Financial Advisor, Rocky River
Updated 3 weeks ago. Return to top.
Photo of Amelia (Mickey) Urbanik
Amelia (Mickey) Urbanik
Financial Associate Thrivent
Home 337 E. Washington St, Suite C Medina OH 44256 Work Phone: 330-722-6757 Cell Phone: 330-325-4771 Website: https://connect.thrivent.com/amelia-urbanik/

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.

Categories: Financial Advisor, Strongsville
Updated 3 months ago. Return to top.
 Posted by at 5:26 pm