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portrait of Mark A Telfer
FINANCIAL ADVISOR

Mark A Telfer

CFP®, AAMS™
115 Codell Dr Ste 130, Lexington, KY 40509opens in a new window
CallSend Me a Message

About Mark

As your Edward Jones financial advisor, I want to understand what's important to you. Specifically, what are your financial goals and what amount of investment risk is appropriate for you. I can then help you build a personalized strategy to help achieve your goals. Once that is in place, we will partner together for the rest of your life to keep you on track to help achieve your goals. I work with many of my clients to help them prepare for retirement and, when the time comes, to live comfortably in retirement.

I have a Bachelor of Science degree in...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesOctober 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Loyola University MarylandMasters
  • Washington UniversityBachelor of Science

Team Members

  • Amie Morgan
    Sr. Branch Office Administrator
  • Rachel Kendall
    Branch Office Administrator

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 - 04:00PM
Sat Closed
Sun Closed

Phone

(859) 252-0703

Fax

(866) 551-9704

Office Address

115 Codell Dr Ste 130
Lexington, KY 40509opens in a new window

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