Running my own business for 22 years taught me some very important lessons: always listen to what your clients need and follow through, planning for the future is not an option, and always work hard to help other people. I have come to this opportunity with unique experiences and a passion for listening to what is most important to you, the client, without judgment.
I want to be the type of financial adviser I always wanted and needed, but never found - one that clients can trust and view as a partner to accomplish their financial goals for their families and their businesses. It is my desire to work with clients using an established process to help them move toward meeting their financial goals, no matter their level of investing experience.
Building relationships with clients and helping them throughout their lives to keep them on track is a responsibility that I take very seriously.
It is truly my favorite part of the business, and specifically of this firm. I am very excited about my involvement in the Albuquerque community, working with the Music Guild of New Mexico on fundraising projects. Successful communities thrive and grow when individuals come together for a common cause.
I grew up in South Florida, the 9th in a family of 10 children. While I was in college, my parents moved to New Mexico, and I came along with them. While at UNM, I met my husband, John, in a Shakespeare class. We have been married since 1989 and have two children, Jimmy and Kate.
Edward Jones, Financial Services
1000 Eubank Blvd NE, Ste D
Albuquerque, NM 87112-5375