Edward Jones-Financial Advisor: Nicholas Menzies

Edward Jones-Financial Advisor: Nicholas Menzies Throughout my life, helping others has been an integral part of who I am. My wife and I have called Lakeland, FL home for many years.

I chose a career in financial services because I believe I can make a difference in the lives of families in my community. At Edward Jones, we offer investments, services, and tools our clients need to work toward their financial future. In addition, the firm has thousands of professionals and advanced technology supporting our branch offices to help clients reach their long-term financial goals.

I am from the Tampa area and have lived in Florida my whole life. In over 16 years as an educator with Hillsborough County and Polk County Schools, I worked with many families and students to create educational goals and action plans to accomplish student achievement objectives. I mentored and coached teachers providing them with knowledge and skill-based training to help them implement best-practices and increase professional capacity, thus allowing them to reach their professional goals and helping students achieve academic and personal goals. At Edward Jones, we believe in goal-based advice, finding out what is most important to you, and then using our established process to build personal strategies to help you achieve your financial goals. I would appreciate the opportunity to connect with you and answer any questions you may have.

As the holidays approach, may your days be merry, your spirits high and your heart full of joy. We cherish the connectio...
11/28/2025

As the holidays approach, may your days be merry, your spirits high and your heart full of joy. We cherish the connection we have and are deeply grateful for your trust in us. Wishing you a wonderful holiday season.

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We...
11/26/2025

Wishing you a prosperous Thanksgiving surrounded by loved ones, delicious meals and many opportunities for gratitude. We're thankful for clients like you and look forward to deepening our relationships.

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready...
11/12/2025

From tariffs to tax laws, 2025 has seen its share of financial changes. What can you do to help get your portfolio ready for 2026?

2025 year-end checklist for your financial strategywww.edwardjones.com/us-en

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and foug...
11/11/2025

On this Veterans Day, let's honor the brave men and women who are serving or have served our country with valor and fought for our freedom. Thank you is not enough.

10/16/2025

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns ...
10/14/2025

Certificates of deposit (CDs) offer a low-risk savings option for a fixed period of time. Not quite sure if that aligns with your financial goals? Learn about the types of certificates of deposits, the benefits and risks, and which one may be right for you.

Learn how to use Certificates of Deposit (CDs) as a low risk investment in reaching your financial goals. From Edward Jones and EVERFI

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't he...
09/26/2025

How might a government shutdown affect the economy and financial markets? Check out our three key insights, and don't hesitate to reach out with questions.

We offer clients our perspective on government shutdowns and their likely impact on the economy and the markets.

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between ...
09/25/2025

401(k)s are valuable retirement-saving vehicles—but they’re not your only option. Here are some key differences between 401(k)s and IRAs, and how you could take advantage of both.

Benefits to having both

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investme...
09/23/2025

Get a lay of the land and check out our current rates for certificates of deposit (CDs), bonds, loans and other investments. Then contact me so we can develop strategies for a long-term approach to help ensure you reach your financial goals. Learn more: https://bit.ly/4nB0ADb

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you...
09/17/2025

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you can control the risks in your portfolio. Portfolio Strategist Tom Larm outlines some areas of potential opportunity as we head into fall.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Address

2062 Shepherd Road
Mulberry, FL
33860

Telephone

+18636489342

Website

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