As a Financial advisor with Edward Jones, and a Certified International Wealth Manager (CIWM®) professional, my branch support team members and I work with professionals, business owners and their families and friends to help them build, protect, preserve and transfer wealth by creating lasting memories for their loved ones, because we care. We believe it’s important to invest our time to understa
nd what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your financial goals. Whether you're preparing for retirement, or just trying to protect the financial future of the ones you care for the most, or leaving something for your heirs, we can work together to develop specific strategies to help you achieve your wealth and financial success. In addition, we monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you exceptional services. Many people and advanced technology support our branch so we can help ensure you receive the most current and comprehensive guidance. In addition, we work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your wealth and financial success. For any inquiries, please contact my Branch Team:
Theresa Huang | BTSM
Jane Hao | BTSM
Samantha Salloum | BTSM
