Edward Jones-Financial Advisor: Ana Moradel

Edward Jones-Financial Advisor: Ana Moradel Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Walton College of Business.

As a financial advisor, it is important to me to develop a personal relationship with you based on a deep understanding of your goals, needs and values. I believe in a holistic approach that begins by listening to your story and understanding what's important to you, before investing any money. Using an established process, I build a personalized strategy to help you reach your goals, and partner

with throughout your life to help keep you on track. My branch is dedicated to you by providing personal service in our boutique office environment. When you call the office, you will talk to a live person; my branch office administrators, Gilda Ortiz and Lee Krause, will visit with you. A little about me… I was born in Honduras, Central America, and moved to Arkansas during my teen years. I attended the University of Arkansas and earned a finance degree with a concentration in financial management and investments from the Sam M. In addition, I have expanded my financial knowledge by obtaining the Accredited Asset Management Specialist™ designation. At Edward Jones, I can provide deeper and more holistic solutions for my clients. Edward Jones provides a robust platform so that I can work with clients to help oversee their financial affairs in the Austin area and throughout the country. I work with clients on different goals from preparing for retirement, saving for education or preparing for your ideal financial future. Outside of work, my greatest joy is spending time with my fiancé, John. We love to run, travel and visit family. As well as our must have – Sunday brunch! I understand that partnering with a financial advisor is a deeply personal and important decision. Please contact our office to start a conversation today.
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An older retired couple reviewing their finances on an ipadwww.edwardjones.com/us-en

Address

1217 W Slaughter Lane Suite 120
Austin, TX
78748

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

Telephone

+15123279911

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