Penny Sanchez, Financial Advisor
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners
  • LGBTQ+ Finances

About Penny

When it comes to finding a financial advisor, navigating life transitions can be challenging and leave you feeling vulnerable. Whether you're changing careers, planning your estate or becoming a parent, I understand the importance of these moments. Allow me to introduce myself and share four compelling reasons why my clients have chosen me as their trusted financial advisor.

At Edward Jones, we pride ourselves on our principles and long-term approach to investing, which has been key to our success. What sets us apart is our personalized, family-like atmosphere that makes every client feel valued and supported.

Trust is paramount when it comes...

Work History

  • Edward JonesDecember 2018 to Current

Education

  • Rochester Institute of TechMasters
  • Trinity College of ConnecticutBachelor of Arts

Personal Interests

  • Community Outreach
  • Golfing
  • Volunteering
  • Reading
  • Traveling

Team Members

  • Natalie Lippincott
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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