Work History
Edward Jones
Edward JonesAugust 2003 to Current
About Jeff
I became an Edward Jones financial advisor in 2003, opening the firm’s fifth office in Asheville, NC. I have built my practice over the years to help ensure that you have a "work-optional lifestyle" when you retire.
For me, an ideal client has goals. They desire to carefully and thoughtfully work toward goals that range from preparing for or living in retirement, estate considerations, paying for retirement, medical expenses and legacy planning.
When you decide to work with our practice, we will work with you to understand your NEEDS, WANTS and WISHES.
My wife, Lynn, and I have been married for 33 years....
For me, an ideal client has goals. They desire to carefully and thoughtfully work toward goals that range from preparing for or living in retirement, estate considerations, paying for retirement, medical expenses and legacy planning.
When you decide to work with our practice, we will work with you to understand your NEEDS, WANTS and WISHES.
My wife, Lynn, and I have been married for 33 years....
Focus Areas
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Divorce Finances
Work History
Edward Jones
Edward JonesAugust 2003 to Current
Certifications
AAMS™
Accredited Asset Management Specialist™
Education
Youngstown State University
Youngstown State UniversityBachelor of Science
Education
Youngstown State University
Youngstown State UniversityBachelor of Science
Personal Interests
- Spending Time with Family
- Volunteering
- Swimming
- Community Outreach
Team Members
Susan WeaverSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(828) 683-8400Fax
(866) 550-9733Office Address
929 New Leicester HwySuite 9
Asheville, NC 28806
Mailing address
P O Box 2506Leicester, NC 28748
Location
AshevilleFor 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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