portrait of Joe Willis

About Joe

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. We have an established process in place that allows us to work together with you and your family to develop a strategy that fits your unique situation. By understanding your personal goals, I can help determine the most appropriate financial strategy for you and your family.

I joined Edward Jones in November of 2017 and live in Columbia with my wife, Laura, and our two children, Virginia and George. I was born in Columbia/Adair County...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2017 to Current

Education

  • Ohio University-AthensMaster of Business Admin
  • Western Kentucky UnivBachelor of Science

Team Members

  • Melody Hadley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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