Elizabeth Bailey, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • New Investors
  • Portfolio Reviews

About Elizabeth

Growing up in northeastern Wisconsin, I was blessed to have the guidance of my mother who always says, "It's not how much you make, it's how much you save." I am so very thankful to have been exposed to such wisdom throughout my entire life. Shortly after graduating from University of Wisconsin-Madison in 2000, I landed in Janesville, WI. I previously worked in purchasing and with my own Edward Jones financial advisor, I was always intrigued by markets and personal finance. When I was ready for a career change, financial advising was an easy choice.

As an Edward Jones financial...

Work History

  • Edward JonesNovember 2020 to Current
  • CD Smith ConstructionApril 2019 to November 2020

Education

  • Univ of Wisconsin - MadisonBachelors

Personal Interests

  • Camping
  • Cycling
  • Hiking
  • Spending Time with Family
  • Traveling

Team Members

  • Wendi Kindstrom
    Sr. Branch Office Administrator
  • Taylor Lea
    Branch Office Administrator
  • Patti McLean
    Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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