4415 Metro Pkwy, Suite 214 Fort Myers FL 33916
As a financial advisor I believe it is important for me to invest time in understanding your needs before you invest your money. Everyone has their own set of unique goals so I use an established process to design your individualized financial plan. My job is to help you develop strategies and protection measures so that your dreams do not fade away.
Whether you are a seasoned investor or brand new to investing, we work together to ensure you fully understand the logic and concepts behind your financial plan. If you currently have a portfolio elsewhere, I would be happy to go over it with you to make sure you are on track to meet your goals.
At Edward Jones we are focused on you. The firm has thousands of people and advanced technology which support my office so I can stay focused on helping you achieve your financial dreams. If you are looking to begin a long-term relationship with a trusted financial advisor, let me help!