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portrait of Tristan S Joy
FINANCIAL ADVISOR

Tristan S Joy

CFP®, CRPC™
250 Highland Pkwy Suite E, Upper Sandusky, OH 43351opens in a new window
CallSend Me a Message

About Tristan

I joined Edward Jones in 2014. Prior to joining the firm, I always held service-related positions and naturally prioritized exceptional client service. As I developed a passion for investing, I became drawn to financial advising and the opportunity to truly make a difference in people's lives. To better serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™, CFP®, and Chartered Retirement Planning Counselor™ (CRPC™) professional designation.

Using an established process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to determine what is most important to my clients and how...

Focus Areas

  • Insurance & Annuities
  • Retirement Income Strategies
  • New Investors
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Ohio University-AthensBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Angela Wigle
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(419) 835-1011

Fax

(844) 649-2890

Office Address

250 Highland Pkwy Suite E
Upper Sandusky, OH 43351opens in a new window

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