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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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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