Edward Jones - Financial Advisor: Joel Spotts

Edward Jones - Financial Advisor: Joel Spotts Edward Jones strives to be the first choice for the serious long term investor. I hope to provide a local face to partner with a leading national firm.

How can our expertise best serve you? Give me a call at 419-410-1875 to learn more. I am a lifelong Monroe County resident. I grew up on a farm where my dad grew corn and soybeans and operated an excavating company the rest of the year. I took to the family business from a young age and received a diversified education in heavy equipment, agriculture, customer service and lastly, hard work—I am st

ill handy with a shovel…

Business and finance had long been interests of mine, so I attended the University of Toledo where I earned a bachelor's degree in business administration majoring in financial services. By the time I graduated, I knew that Edward Jones was the firm that I wanted to partner with and in November of 2021, I received my wish and started working. The reason I pursued a career as a financial advisor was because I wanted to find a role where I could create lasting relationships with clients with the focus on finding financial solutions that were custom fit to meet their individual goals. Therefore, I prioritize getting to know you when you come into my office. By understanding your interests, worries and plans, I can then use our established process to create a personalized financial strategy for you. I then partner with you throughout your life to help make sure you stay on track and adjust for the bumps in the road, making sure that your goals and your comfort levels are always the focus of our work. I am an active member of a variety of community organizations. I serve as secretary for the Bedford Business Association, on the board of the Monroe County Community College Alumni Association, as an Assistant Scoutmaster for Boy Scout Troop 777 in Bedford, as an Officer of the Erie Knights of Columbus (Yes, the Tootsie Roll Guys) and the Bedford Oddfellows. My absolute favorite pastime is spending time with my wife, Emily.
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You have trusted, established client relationships, and we provide high-touch support and customized solutions to best s...
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You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4yhPPdN

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Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



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Ready to explore what’s possible for the next chapter of your practice?Join our Explore Your Future webinar for an insid...
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Ready to explore what’s possible for the next chapter of your practice?

Join our Explore Your Future webinar for an inside look at how Edward Jones supports experienced financial advisors as they evaluate their options.

Register now: https://bit.ly/45OOr6j

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Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



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Portfolio Strategist Tom Larm shares his perspective on the forces influencing markets and what it could mean for investors in the latest Weekly Market Wrap.

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Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
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The S&P 500 reached new highs as several key market headwinds began to ease. While record levels can make investors hesitant, history suggests that all-time highs have often been followed by continued gains, with long-term returns comparable to, or even better than, investing on a typical trading day.*

Angelo Kourkafas, Sr. Global Investment Strategist, shares his perspective on the forces driving markets higher and the implications for investors in the latest Weekly Market Wrap.



https://bit.ly/3UoJyy1

*Past performance does not guarantee future results.

Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. ...
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Join a culture built for comprehensive, planning‑led advice—backed by resources that help you deliver the full picture. If that’s how you work, let’s connect.

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Brian Therien, Investment Strategist, explains what this means and how this could impact investors in the latest Weekly Market Wrap.



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Address

3419 Sterns Road
Lambertville, MI
48144

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 4:30pm

Telephone

+14194101875

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