portrait of Tabatha Simpson

About Tabatha

My passion for investing and finance started in my early twenties. My husband and I had just started a family and wanted to plan for the future. There was a friend of ours who had retired well, and we asked to sit down with him to discuss how to build wealth. That is where it all began as he explained the value of quality investing and creating strategies to have your money work for you.

Several years later, I began a career at Edward Jones and can't imagine doing anything else. As your financial advisor, I believe it’s important to understand...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesNovember 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Cycling
  • Farming
  • Spending Time with Family
  • Volunteering

Team Members

  • Khara Curtiss
    Registered Branch Associate
  • Baiba Green
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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