As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. The financial world can sometimes seem like foreign territory; I can work one-on-one with you to help determine the most appropriate financial strategy for you and your family.
I came to Edward Jones in 2010 because I want to help individual investors work toward achieving their financial goals. In addition, my Branch Office Administrator, Monalee Catena, is always here to help with your needs. She and I have worked together for two years to help ensure each client feels welcomed and valued. I hold a MBA in Finance & Marketing. I received the QAFP professional designation.
At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can help you and your family reach your long-term financial goals.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
My Personal Interests
- Active Lifestyle
- Health & Nutrition
- News & Media
Phone NumberRaj Bale at (519) 770-0007
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