Sometimes, when I tell people I was once the CEO of a luxury retail agency in Beverly Hills, they say, “Why on earth would you ever stop doing that?” It’s a fair question – one I still get from my kids. For the son of a firefighter, who grew up in the working-class heart of upstate New York, it was a dream job. But something was missing. I knew my “dream job” had to be something much more fulfilli
ng. That’s what brought me to Edward Jones. Today, as I reflect on my amazing clients, I know I’m in my “dream job.” Becoming a trusted financial advisor has enabled me to connect with and inspire the dream-making of others, to make a difference in their lives, and the lives of those they treasure. I am responsible for isolating their unique circumstances, goals, and desires and devising a meticulous strategy to achieve those results. Now I know the real question is, “Why would I want to do anything else?”
My clients tell me my ability to interpret, anticipate, and execute upon their personal financial goals is due to my sincere consideration, comprehensive research, and holistic approach. I ask a lot of questions. I make no assumptions. I find that as my business relationships deepen with each client, we begin to unveil the genuinely personal, intentional, and humbling goals that will fulfill their highest aspirations. My clients’ success isn’t due to my effort alone. Edward Jones is driven by a world-class team of analysts, investment specialists, and technology experts who support everything I do for my clients. There’s a reason my firm has been rated #1 in Investor Satisfaction and one of the top 100 companies to work for. Everyone on our team strives for excellence, flexibility, and client delight. I am confident that if you entrust me with ensuring your distinct financial achievements, we will arrive at your dream destination, with everything you seek as a part of that vision.
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