portrait of Joanne R McKenzie

About Joanne

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA and attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

My Edward Jones career began in Springfield in 2006. I became a limited partner in 2017.

I earned a bachelor's degree in 1990 from Southwest Baptist University...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2006 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Southwest Baptist UniversityBachelor of Arts

Personal Interests

  • Cycling
  • Photography
  • Personal Fitness
  • Outdoor Enthusiast
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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