Many of my clients are business owners and community service members who are highly successful at what they do. I help my clients develop a personalized strategy that incorporates their unique goals for sustained, long-term financial success, whether their goals involve building, protecting, distributing or transferring wealth. As you work toward your goals, you may find it challenging to navigate
the financial markets and respond to the changes in your life – but you don't have to go it alone. I will look holistically at your life – your family composition, your career, your hopes and dreams, your instincts about savings and spending money, your risk tolerance and other factors. What's most important to me is understanding what's important to my clients. Kelli Starck, my Branch Office Administrator and I work closely with clients' team of professionals to help them create a more optimal solution while uncovering risks and opportunities to provide real value and help clients reach their long-term financial goals. Prior to Edward Jones I was a civil engineer in Seattle for 8 years, and before that I received my Masters of Science in Engineering at the University of Washington. I came to Edward Jones because I have a passion for helping individual investors and wanted to build lasting relationships with members in my community. My husband, Kelsey, and I enjoy traveling and spending lots of time outside biking, hiking and camping once the sun starts shining in the northwest. If you'd like to learn more please reach out;
www.edwardjones.com/us-en/financial-advisor/monica-jones
Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
