portrait of Ivy L May

About Ivy

My journey into finance began with a lesson from my grandmother. Though she wasn’t allowed to attend school, she taught herself English and shared her knowledge of history, literature and diplomacy with me. When I was 7 years old, she told me about the importance of financial independence, a concept I didn’t fully grasp at the time. My young mind was captivated by the mysteries of nuclear physics and the theory of relativity.

At 20, I arrived in San Francisco with just $45. Despite having had a good life with abundance of food and free housing in my native socialist country,...

Focus Areas

  • Employee Stock Options
  • Information Technology Professionals
  • Estate & Legacy Strategies
  • Charitable Giving
  • Wealth Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesFebruary 2024 to Current

Personal Interests

  • Antiquing
  • Art Collecting
  • Book Collecting
  • Fine Dining
  • Art & Theater

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 09:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

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