Andy Cobb, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options

About Andy

As your Edward Jones branch team, Cheryl and I believe it is important to invest our time in understanding what your goals are before you invest your money.

Understanding what is most important for your family is where we start. Our focus will always be on your priorities.

We seek to provide a very high level of service to our clients; it is necessary to limit the number of clients we serve.

We seek trusting, wealth building relationships. These relationships yield the following:

Transparency from both sides.

Thoughtful participation in goal setting.

Excellent, scheduled communication.

Holistic, long-term financial planning.

An appreciation for patience and consistency.

Collaborative, high level strategies.

A...

Work History

  • Edward JonesMay 2015 to Current

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

Education

  • Texas Christian UniversityBachelors

Team Members

  • Jill Cobb
    Associate Financial Advisor
  • Cheryl Lindsey
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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