portrait of Audrey Back
FINANCIAL ADVISOR
Serving clients with $50,000
CallSend Me a Message

About Audrey

If you want to work for the rest of your life, that's your business; if you don't, that's where I can help.

I work to help individuals and families committed to their financial goals in an increasingly complex and volatile investment environment balance upside potential with downside risk mitigation using cost-efficient strategies. It's important that you are able to make decisions for yourself and your family from a place of knowledge and confidence instead of confusion or information overload. I use an established 5-step process to help make sure each client feels understood, informed, in control and ultimately comfortable with...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • LGBTQ+ Finances
  • Portfolio Reviews
  • Divorce Finances
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesFebruary 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Midway CollegeMasters
  • Univ of KentuckyBachelor of Business Admin

Personal Interests

  • Traveling
  • Spending Time with Family
  • Music
  • Health & Nutrition
  • Gardening

Team Members

  • Lydia Davis
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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