portrait of Luke S Widmer

About Luke

Growing up in a small town in rural Iowa, there was one local "expert" whom my grandmother always trusted and relied upon for advice to help guide her through retirement – it was her local Edward Jones financial advisor. I was keenly aware of this and, years later, while in college studying finance, I spent a summer working in his Edward Jones branch, learning the ropes.

Life took me in many different directions following that summer – a career in medical practice management, followed by a transition into wealth management for a private investment firm in Orlando, Florida. But in 2017,...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings

Work History

  • Edward JonesSeptember 2017 to Current

Education

  • University of PhoenixMaster of Business Admin
  • Central CollegeBachelor of Arts

Team Members

  • Nancy Pitaro
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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