Edward Jones-Financial Advisor: Debbie Coogan

Edward Jones-Financial Advisor: Debbie Coogan Helping You Make Smart Money Decisions Everyone deserves financial success! I want to learn who you are, what you need and how I can best help you.

If you are working hard for your family or your business, you may not have time to organize your finances. I specialize in helping families, retirees, and business owners such as veterinarians put together a strategic financial plan based on their goals and values. My clients tell me that they feel like they are part of a team dedicated to making smart money decisions and that allows them to spend

their time doing what they enjoy and do best. At Edward Jones, we have a proven process that includes understanding your priorities. This isn't a "check the box" activity but one that requires in depth conversations for me to really learn about you and your unique life story. Only then can I build a custom plan to achieve success. What I have learned from my 30+ years of experience and Certified Financial Planner education is that most hard-working people just need help prioritizing their financial goals and creating and following a path forward to achieve them. Having a strategic focus to investing has proved me and my clients well. I provide guidance and assurance every step of the way and we'll regularly review our progress and make changes as needed. I hold a Bachelor of Psychology degree from Maryville University and began my career with Edward Jones in 1990. My past industry experiences make me a better advisor today. I give back to my community through active leadership on two local boards of directors – the Southwest Area Chamber of Commerce (president-elect for 2025) and the Sunset Hills Conservation Foundation. Call my office and let's set up a time to talk. Debbie

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Set goals for your future using our financial calculators.www.edwardjones.com/us-en

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