Premier Bank of the South – Madison AL Office
- 256.461.8026
- April 24, 2025
Edward Jones is a distinguished investment firm that places great importance on engaging in personal consultations to address your financial objectives. Our expertise lies in assisting you with retirement planning, educational savings, and maximizing tax efficiency as an astute investor.
Serving the Johnson City and Tri-Cities Area (Kingsport, Bristol, Jonesborough, Elizabethton, Gray), and Southwest Virginia (Abingdon, Lebanon, Wytheville, Chilhowie, Marion)
Originally from East Tennessee, I received my education and gained business and finance experience there. Although I enjoy traveling, my heart truly belongs to the mountains and the wonderful people of this region.
My objective is to enhance the lives of my clients, friends, and family by connecting them with the necessary individuals and resources. This connection will not only help them achieve a successful retirement but also guide them through significant life decisions such as Social Security, healthcare, long-term care, and estate planning.
I collaborate with fellow business professionals outside of the office to support both my clients and community. Our national presenting sponsorship of the Alzheimer's Association is one of our passions, and we also actively support various local charities. Maintaining strict confidentiality, our branch is fully committed to delivering the utmost level of service. Please feel free to reach out to schedule an appointment to discuss your financial future.
As your financial advisor, I am keen on understanding your priorities. Through a well-established process, I develop personalized strategies to help you achieve your goals. I will be your long-term partner, assisting you in staying on track throughout your lifetime.
New clients and referrals are welcome. Introducing a family member, friend, or coworker would be the highest compliment you could give me. Your trust, time, and business are greatly appreciated.