Edward Jones-Financial Advisor: Moria Bailey

Edward Jones-Financial Advisor: Moria Bailey Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I began my career with Edward Jones as a Branch Office Administrator (BOA). I made the move to Edward Jones from commercial banking as I wanted to be able to serve clients in a deeper, more personal manner. While working as a BOA, I served in a number of volunteer roles, including as the Client Solutions Advocate. This allowed me to be a member of the BOA Leadership Team, where I helped work to gu

ide the development of other BOAs in my region. In 2016, my peers chose me to receive the Ted Jones Spirit of Caring Award: this is awarded to the BOA in the region who most exemplifies the values, culture, and spirit of giving back personified by Ted Jones. In 2018 and 2019, I was recognized at the BOA Managing Partners Conference as one of the top 300 Branch Office Administrators at Edward Jones for exceptional client service. My passion is to partner with clients to develop personalized strategies to help reach their life goals. This is why, in 2019, I made the career change from Branch Office Administrator to Financial Advisor. As a wife, mother, and daughter, I want to understand what's important to you and your family across generations. As an Edward Jones Financial Advisor, I believe truly understanding my clients' life and financial goals is paramount in developing a strategy unique for each person. The best part is we will actively monitor your progress toward those goals to keep you on track or help make necessary adjustments. I would like to help provide the answers to any questions you may have so you can make informed, financially sound decisions. Please contact me at any time for a no-cost consultation to discuss your situation and options.
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