Edward Jones - Financial Advisor: Brooke Bobo

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

I’m a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial stra

tegy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. Our branch office is located at 1715 Aaron Brenner Dr Suite 516 and serves individual investors and small business owners in the greater Memphis and surrounding areas. I have a passion for serving my clients with personalized advice and guidance that is always centered around their best interest, needs and desires. I am a native Memphian and two-time graduate of the University of Memphis. I hold my Bachelor of Arts in hospitality and resort management and Master of Science Business Administration with a concentration in finance. I enjoy serving investors looking to navigate complex issues on topics including business ownership and exit strategies, estate and legacy planning considerations, retirement planning, portfolio construction, tax management and charitable giving. Our branch office administrator, Welexi Harris, and I are dedicated to providing you and our community with the highest level of service possible. In today's troubling times, we believe relationships are key, and in our view, meeting face to face builds strong relationships. I would like to provide the answers so that you can make informed, financially sound decisions. Please do not hesitate to contact either of us with any questions or to discuss your financial situation and options.

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Get insights from Edward Jones professionals, and see what our strategists' perspectives mean for you.www.edwardjones.com/us-en

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When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. financial advisors. Edward Jones' U.S. financial advisors may only conduct business with residents of the states for which they are properly registered. Please note that no...

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I'm here to help. Give me a call today at (901)754-9947.
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I'm here to help. Give me a call today at (901)754-9947.

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Aug. 14 is National Financial Awareness Day — it’s a good reminder to take control of your finances by making informed decisions.

While this day encourages you to plan for your future and become more knowledgeable about personal finances, it can be overwhelming. Contact me and I can help you find the best way to move toward your goals.

Learn more here: https://bit.ly/4mIarGe

Address

1715 Aaron Brenner Drive Suite 516
Memphis, TN
38120

Opening Hours

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

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