portrait of Ann Conrad

About Ann

Over the past five years, I’ve experienced several significant life changes—divorce, moving three times, buying and selling a house, becoming an empty-nester and losing a long-term job due to COVID. Each time I’ve had one of these life events, it’s changed my financial situation. Having someone you can trust to help you evaluate your choices and make smart decisions with your money is so valuable when things change.

I chose a career at Edward Jones to help people simplify their financial choices while they are navigating life changes. I want to understand what’s most important to you and create financial strategies...

Focus Areas

  • New Investors
  • Portfolio Reviews
  • Retirement Savings Strategies

Work History

  • Edward JonesAugust 2022 to Current
  • Conrad Creative Copy, LLCJanuary 2021 to May 2022

Education

  • Univ of Wisconsin - MadisonBachelor of Arts

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