Work History
Edward Jones
Edward JonesJanuary 2020 to Current
Focus Areas
- Business Retirement Plans
- Divorce Finances
- New Investors
- Military Professionals & Veterans
- Sustainable investing
About Wendy
As a financial advisor and Chartered Retirement Planning Counselor™ professional with Edward Jones, I understand the importance of thoughtful financial guidance. Several years ago, my husband and his family introduced me to Edward Jones. I recall the impact my financial advisor, Cindy, had on me as I began investing and saving for my future and my children's education.
As a woman, I had experiences where I didn't feel heard or valued as a client. I promised myself to try to never do this to another woman. Our branch envisions helping women create individual and legacy wealth. I know how difficult it...
As a woman, I had experiences where I didn't feel heard or valued as a client. I promised myself to try to never do this to another woman. Our branch envisions helping women create individual and legacy wealth. I know how difficult it...
Work History
Edward Jones
Edward JonesJanuary 2020 to Current
Certifications
CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Education
Grand Canyon University
Grand Canyon UniversityMaster of Business Admin
Education
Grand Canyon University
Grand Canyon UniversityMaster of Business Admin
Personal Interests
- Volunteering
- Reading
- Canoeing
- Hiking
- Camping
Team Members
Jennifer NacisBranch Office Administrator- Miriam EstradaBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(928) 328-8837Fax
(855) 284-2915Office Address
7929 E 32nd St #7Yuma, AZ 85365
Location
YumaFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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