portrait of Christy E Givans

About Christy

I have lived on Bainbridge Island for almost 30 years and started with Edward Jones in 2011. As a lifelong investor, I am passionate about helping clients feel understood, in control and ultimately secure with their financial life.

My focus is on working with multi-generational families and clients with more complex needs. They often come to me in times of transition, such as retirement, the sale of a business or receiving an inheritance, or those who are "suddenly single" due to death or divorce. I enjoy serving clients and their loved ones locally and virtually across more than 20 states.

As...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2011 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Karla Woodside
    Sr. Branch Office Administrator
  • Kader Delaney
    Branch Office Administrator
  • Jennifer Puzon
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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