Work History
Edward Jones
Edward JonesMay 2019 to Current
FINANCIAL ADVISOR
Forst Elliott
CRPC™
3033 Kettering Blvd Ste 300, Dayton, OH 45439opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Insurance & Annuities
- Estate & Legacy Strategies
About Forst
As an Edward Jones financial advisor, I have gone from Wall Street to Main Street. After graduating from SUNY Stony Brook, I began my career in NYC in 1989. As a native of Dayton, OH, I moved back to the Miami Valley in 1996. I married the love of my life and we started our family.
The objectives-based approach of our office is this: "We help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. We strive for deep meaningful relationships, with a focus on family, purpose and a commitment to a life well...
The objectives-based approach of our office is this: "We help serious, long-term individual investors achieve their financial goals by understanding their needs and implementing tailored solutions. We strive for deep meaningful relationships, with a focus on family, purpose and a commitment to a life well...
Work History
Edward Jones
Edward JonesMay 2019 to Current
Certifications
CRPC™
Chartered Retirement Planning Counselor™
Education
Stony Brook University
Stony Brook UniversityBachelor of Arts
Education
Stony Brook University
Stony Brook UniversityBachelor of Arts
Personal Interests
- Volunteering
- Spending Time with Family
- Social Responsibility
- Community Outreach
- Gardening
Team Members
Heather WrightBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
DaytonFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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