portrait of Loretta J Gervais

About Loretta

I began my career at Edward Jones in 2012 with passion to make a meaningful difference for individuals and families working towards retirement, sorting through family needs and addressing estate considerations. We start with a holistic approach to serving families who desire planning assistance across multiple financial goals or challenges.

I am a partner for families and small businesses, guiding and mentoring across generations to walk with them through life events and investment decisions for financial confidence. We welcome the opportunity to work with clients' attorneys, accountants and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

I have...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Special Needs Financial Considerations

Work History

  • Edward JonesJune 2012 to Current

Team Members

  • Nichole Boese
    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 - 04:00PM
Sat Closed
Sun Closed

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