My passion to help others achieve their financial goals is what led me to pursue a career as a financial advisor. I have two grown daughters and two grandsons. I enjoy spending time away from the office with family and attending my grandkid's activities. I am an animal lover and have two dogs. Branch Office Administrator, Jackie Chaney, is dedicated to providing our clients with exceptional servic
e. She is a member of First Baptist Church where she is a choir member. Whether you need to plan for retirement, save for a child's or grandchild's college education, or discuss your 401K options once you leave your employer, I can help. What you can expect from my office:
- Confidentiality
- A personalized strategy based on your financial goals and comfort with risk
- Personalized attention and prompt responses to questions and concerns
- Regular review of your goals, strategies and portfolios
My office is located on the east side of Richmond where I serve clients locally and in 15 states throughout the U.S. I hold my General Securities (Series 7); Uniform Combined State Law Examination (Series 66) registrations; and my life and health insurance licenses. Additionally, I've earned the AAMS® designation. I became a limited partner of the firm in January 2011. Please call my office if you would like to have a conversation. I am here to help you with your financial goals. We will partner together throughout your life and celebrate your successes along the way. I look forward to working with you!
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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