Edward Jones - Financial Advisor: Bart Rickard

Edward Jones - Financial Advisor: Bart Rickard Hello! My name is Bart Rickard and I am a financial advisor with Edward Jones with an office located at 168 Ana Drive, Suite A, in Florence, AL.

I am a lifelong Shoals area resident. I attended Bradshaw High School and the University of North Alabama where I received my B.S. degree in accounting. I am married to Shannon Grissom of Tuscumbia. We have two daughters, Audrey Kate and Anna Katherine. I am active in my church and local community. My hobbies include hiking, biking, snow skiing and landscaping. I love the beach, mountains and Disn

ey World! I began my career with Edward Jones in 2017. At Edward Jones, I serve as a legacy host and field trainer. In these roles, I assist in furthering Edward Jones' desire to be the first choice of the serious, long-term individual investor. My primary mission is helping clients achieve what is most important to them. This is accomplished using an established process to put together a personalized strategy. I also partner with our clients for life to help ensure they stay on track to achieve these goals. My areas of focus include helping clients:

1. Plan for retirement
2. Live in retirement
3. Pay for education
4. Prepare for the unexpected

I want to work with clients that want, need and value advice that leads to discovering and achieving their individual goals. 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. Give us a call today at 256-284-7432 and let us partner with you to help you achieve your goals! Edward Jones is a financial - services firm dedicated to serving the needs of individual investors. Member SIPC.
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Address

168 Ana Drive Suite A
Florence, AL
35630

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3pm

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