Edward Jones-Financial Advisor: Alisa Epperson

Edward Jones-Financial Advisor: Alisa Epperson What are your financial goals? I began serving clients at Edward Jones in September 2018. I have been married to my college sweetheart, Tom, since 1983.

Whether it is investing your hard-earned money, saving to start a business or planning for retirement, I have a passion for guiding and assisting you in fulfilling your dreams. We are all on a unique journey in life, so as a financial advisor at Edward Jones, I make every effort to understand what's important to you. I use an established process to build personalized strategies to help you reach y

our goals, and then commit to partnering with you throughout your life to help keep you on track. My 21 years in education and 10 years in banking continue to benefit my clients in numerous ways. As an educator, I enjoy simplifying the difficult principles of finance and investing, while offering a step-by-step guide to help you realize your financial goals. We have one adult daughter, Amanda, and one teenage grandson, Alex. We are a close-knit family and do most things together. A few years ago, Tom and I built our dream home on the Sante Fe River. I thrive on the simple joys of "River Life." I am an active member of Women in Business of North Central FL, and I serve on the board of directors of Columbia County Senior Services and on the board of the Pregnancy Care Center-Lake City and Live Oak. Are you looking for a financial advisor who is willing to work on your behalf? Are you serious about moving forward to accomplish your financial goals? If so, call today! I am here for you.

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

07/29/2026
07/29/2026

Not sure where to turn? We’re here to help.

Whether you’re seeking answers, resources, or simply looking for someone to listen, we’re here to walk alongside you. From free pregnancy tests and limited obstetric ultrasounds to parenting education and ongoing support, our team is committed to providing compassionate care every step of the way.

Learn more at northfloridapregnancy.com 🤍

06/26/2026

Save the Date!
PCC 5K Walk/Run 4 Life will be Saturday, September 26, 2026. Mark your calendar, plan to set up a team and let's prepare to Walk 4 LIFE!
2 Locations - Lake City - Darby Pavilion - Live Oak - First Federal Sportsplex.

06/20/2026

Here's your daily reminder for that your life has always had value, even when you were very small. You are created with a purpose that no one else can fill.
"A person's a person, no matter how small"

11/26/2025

The PCC Mobile Bus will be in Jasper today (Wednesday). We are parked in the Hitchcock Parking Lot offering all of our FREE services. Call or text 386-288-0129 for information or to make appointments.

Address

221 SW Stonegate Terrace, Suite 103
Lake City, FL
32024

Opening Hours

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

Telephone

+13862194414

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