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Specialties
I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 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. We do that by getting to know you, understand your goals, and developing individualized strategies to help you reach them. My branch office administrator, Cheryl Dix, 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.
Meet the Manager
Bill T.
Manager
As an Edward Jones financial advisor, I believe it’s important to invest
my time to understand what you’re working toward before you invest
your money. Working closely with you and your CPA, attorney and other
professionals, I can help determine the most appropriate financial
strategy for you and your family. I can also help with your retirement
savings strategy so you have more options when you retire, regardless
of what you decide to do.