Work History
Edward Jones
Edward JonesAugust 2003 to Current
About Barbara
LET'S MAKE IT HAPPEN!
When people ask me what I do for a living, I often answer, humorously, that I ask questions. Constantly.
And that’s no exaggeration. Because, as a financial advisor dedicated to helping my clients achieve their most treasured goals, I want to discover everything I can about you: your background, your values, your concerns and the people or causes that you care about.
With Edward Jones since 2003 and a CFP® professional since 2013, I've always looked at budgeting, risk management, cash reserves, tax considerations and estate goals before suggesting the investments and strategies that I believe could tie it...
When people ask me what I do for a living, I often answer, humorously, that I ask questions. Constantly.
And that’s no exaggeration. Because, as a financial advisor dedicated to helping my clients achieve their most treasured goals, I want to discover everything I can about you: your background, your values, your concerns and the people or causes that you care about.
With Edward Jones since 2003 and a CFP® professional since 2013, I've always looked at budgeting, risk management, cash reserves, tax considerations and estate goals before suggesting the investments and strategies that I believe could tie it...
Focus Areas
- Retirement Income Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Savings Strategies
- Estate & Legacy Strategies
Work History
Edward Jones
Edward JonesAugust 2003 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Univ of New Hampshire
Univ of New HampshireBachelor of Arts
Education
Univ of New Hampshire
Univ of New HampshireBachelor of Arts
Personal Interests
- Gardening
- Photography
- Traveling
- Art & Theater
- Movies & Entertainment
Team Members
Ann EngleSr. Branch Office AdministratorFPQP®
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 02:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 02:00PM |
| Fri | 08:30AM - 02:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
DenverFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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