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Spence Smith - Edward Jones - Financial Advisor - Morristown TN

Edward Jones – Financial Advisor: Spence Smith

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Helping give families piece of mind for their future financial goals

Morristown TN Financial Advisor

Spence Smith - Edward Jones - Financial Advisor - Morristown TNLife presents unexpected challenges, but regardless of your circumstances, there are timeless principles that remain constant.

Most individuals seek financial security not solely for wealth's sake, but to enhance their quality of life, foster personal growth, and fulfill their aspirations.

To embark on the path towards achieving your financial objectives, it is crucial to first identify what truly matters to you and your loved ones. This might encompass funding your children's education, securing a comfortable retirement, leaving a legacy for future generations, or other significant goals. I am here to assist you in prioritizing your needs and defining your objectives.

These are just a few illustrations of the vision you may have for your future. Through personalized financial reviews, conducted in a one-on-one setting, we will explore the intersection of purpose, well-being, finances, and family. Supported by a company that perceives investments as a means to realizing the life you desire, together we will devise a financial strategy to keep you on course towards achieving your goals.

In my personal life, I am a devoted Tennessee Volunteer, actively engaged in serving my church and Jefferson County Habitat for Humanity. I am a dedicated father to three children, a loving husband to my college sweetheart, a true momma's boy, and I attribute my father as the most influential figure in my life.

My invaluable partner in my branch office, Kasey Wilder, is an integral member of our team. In fact, she's the one who truly runs the show! Kasey joined our team in 2022 and along with her husband, who is Morristown born and bred, they have a delightful 2-year-old daughter named Landry. Kasey is wholeheartedly committed to delivering the highest level of service to our clients.

As as Financial Advisor with Edward Jones, my primary objective is to understand what matters most to you, so that we may provide the assistance required to accomplish your goals. It is my privilege to accompany you on this transformative journey!

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Address
1018, West 1st North Street, Old Towne West, Morristown, Hamblen County, East Tennessee, Tennessee, 37814, United States
Phone
Zip/Post Code
37814
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