Work History
Edward Jones
Edward JonesJune 1999 to Current
Focus Areas
- Wealth Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
About Jeff
As your Edward Jones branch team, Anne, Becky and I believe it is important to invest our time to understand what is important to you. We will partner with you, your CPA, attorney and other professionals to help establish your financial strategy. We will continue to partner with you throughout your lifetime and champion your personal and financial goals.
I began my Edward Jones career in 1999 as a financial advisor in Tampa. In 2008, I opened an office in the East Lake Woodland community of Oldsmar and continued serving my clients regardless of their residence.
My wife, Merrie, and I...
I began my Edward Jones career in 1999 as a financial advisor in Tampa. In 2008, I opened an office in the East Lake Woodland community of Oldsmar and continued serving my clients regardless of their residence.
My wife, Merrie, and I...
Work History
Edward Jones
Edward JonesJune 1999 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Univ of Northern Colorado
Univ of Northern ColoradoBachelors
Education
Univ of Northern Colorado
Univ of Northern ColoradoBachelors
Personal Interests
- Golfing
- Hiking
- Backpacking
- Reading
- Auto Racing
Team Members
Becky RecchiaSr. Branch Office Administrator- Anne WitherellSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 04:00PM |
| Fri | 09:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Location
OldsmarFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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