Edward Jones

Originally from Philadelphia (Go Eagles), I moved to South Florida area for FedEx.  There I spent most of my career before joining Edward Jones.  In this role, I help people who are experiencing life transitions: changing jobs, retiring, experiencing a divorce or downsizing their lifestyle.  Businesses have retirement needs, we help the, too.
Through holistic financial planning, I help people understand where they are today in reference to their goals, where they would like to be, can they get there, how do they get there and how do they stay on track. Decisions regarding investments and insurance should not be made siloed and require a look at your entire portfolio.  Let’s plan to meet and discuss what matters most, YOU!  I can be reached at 727-725-1262, Vicki our Branch Office Administrator will work to find a time that’s convenient for your schedule.