Work History
Edward Jones
Edward JonesNovember 2014 to Current
About Steve
My desire to help others as an Edward Jones financial advisor started long ago. Hard work and saving have been family values from an early age. My interest in saving grew over the years into a passion for wise investing.
Faith and a desire to help others, coupled with that passion for investing, led me to Edward Jones. I desire to help families and individuals achieve their financial goals through an ongoing partnership. I want to understand what is most important to you and use an established process to build customized strategies to achieve your goals. I care tremendously for...
Faith and a desire to help others, coupled with that passion for investing, led me to Edward Jones. I desire to help families and individuals achieve their financial goals through an ongoing partnership. I want to understand what is most important to you and use an established process to build customized strategies to achieve your goals. I care tremendously for...
Focus Areas
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
- Insurance & Annuities
Work History
Edward Jones
Edward JonesNovember 2014 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Anderson University
Anderson UniversityMaster of Business AdminAnderson University
Anderson UniversityBachelor of Arts
Education
Anderson University
Anderson UniversityMaster of Business AdminAnderson University
Anderson UniversityBachelor of Arts
Personal Interests
- Community Outreach
- Active Lifestyle
- Sports Enthusiast
- Baseball
- Spending Time with Family
Team Members
Julie SantiagoSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | Closed |
| Mon | Closed |
| Tue | Closed |
| Tue | Closed |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | Closed |
| Mon | Closed |
| Tue | Closed |
| Tue | Closed |
| Wed | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(317) 861-7381Fax
(888) 812-6201Office Address
5971 W US Highway 52 Suite INew Palestine, IN 46163
Mailing address
P O Box 60New Palestine, IN 46163
Location
New PalestineFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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