Work History
Edward Jones
Edward JonesFebruary 2014 to Current
About Erin
I work to help successful families, business owners and independent investors facing growing financial responsibilities build financial security with actionable trustworthy strategies.
In 2014, I joined Edward Jones as a financial advisor and previously was a financial advisor at Morgan Stanley, this following a long career as an equity trader. My experience and passion for investing are only part of the reason for becoming a financial advisor. I wanted to be in a position where personal connection and deep relationships matter.
A graduate of the University of Southern California, I hold a Bachelor of Science from the Marshall School of Business. Originally...
In 2014, I joined Edward Jones as a financial advisor and previously was a financial advisor at Morgan Stanley, this following a long career as an equity trader. My experience and passion for investing are only part of the reason for becoming a financial advisor. I wanted to be in a position where personal connection and deep relationships matter.
A graduate of the University of Southern California, I hold a Bachelor of Science from the Marshall School of Business. Originally...
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Corporate Executives
- Estate & Legacy Strategies
- Insurance & Annuities
Work History
Edward Jones
Edward JonesFebruary 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Univ of Southern California
Univ of Southern CaliforniaBachelor of Science
Education
Univ of Southern California
Univ of Southern CaliforniaBachelor of Science
Personal Interests
- Spending Time with Family
- Pickleball
- Tennis
- Community Outreach
- Outdoor Enthusiast
Team Members
Wynne DohertySr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
San MateoFor 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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