I am proud to be able to do what I love in the community I was born and raised in. I began my Edward Jones career in 2013 as a financial advisor in Burlington, IA. During my Edward Jones career, I have served in several leadership roles including those of mentoring and female inclusion for my region. I attended Southeast Missouri State University and graduated in 1986 with a bachelor's degree in m
arketing and finance. I hold my Series 7 and 66 registrations and life, health and long-term care insurance licenses. My husband, Jeff Elliott, and I have three daughters; Jami, Lyndi and Kori, and ten grandchildren. I am a proud member of the Community Foundation of Des Moines County, which is a diverse group of board members who work together to award grants to charitable causes for the continued enrichment of our community. Relationships are key, and your enrichment is my focus. I spend time explaining the investment world in terms you can understand, and there are three things I want my clients to walk out of my office knowing:
1. Why I am suggesting a specific investment/strategy
2.What you may expect from it (volatility/return)
3. How much it is going to cost
I just think that makes sense! We are a good fit if you:
-Have long-term goals and are willing to follow an established process to work toward them
-Are willing to share financial information, even if it's not held at Edward Jones, so that we can evaluate your whole financial picture
-Value the relationship that can be developed over time by working together
My branch office administrator, Kristi Ecklund, received her bachelor's degree and has extensive experience in public relations. Kristi is dedicated to providing you with the highest level of service possible. She enjoys building relationships with clients and serving the community. We are honored to have the opportunity to serve you. Now Accepting Client Referrals
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