Marcos S Helms

As your Edward Jones team, we use our five-step process to help you reach your financial goals. We are well-versed in complex financial situations whether your goal is short or long term. Partnering with your attorneys and tax professionals, we work to provide exceptional service. We value personal relationships and want to know and help your family.

I am originally from Los Angeles, California. I grew up in southeast Asia. I attended Ateneo de Manila University in the Philippines and Syracuse University in upstate New York. It was there that I learned to speak Filipino and Spanish. I met my wonderful...