Work History
Edward Jones
Edward JonesFebruary 2019 to Current
Focus Areas
- Business owner considerations
- Education savings strategies
- Estate and legacy strategies
- Retirement savings strategies
- Wealth strategies
About Steven
As an Edward Jones financial advisor, my job is to help you create a portfolio that is suitable for your financial needs and goals. I believe in the importance of taking the time to understand what you’re working toward before you invest your money.
In 2008, when I first started investing with all the money that I'd saved in high school, the market taught me a good lesson. Therefore, I believe it's also crucial to understand what level of risk you're comfortable with so we can optimize your strategy to reach your financial goals.
Whether you're planning for retirement, saving...
In 2008, when I first started investing with all the money that I'd saved in high school, the market taught me a good lesson. Therefore, I believe it's also crucial to understand what level of risk you're comfortable with so we can optimize your strategy to reach your financial goals.
Whether you're planning for retirement, saving...
Work History
Edward Jones
Edward JonesFebruary 2019 to Current
Personal Interests
- Fishing
- Hiking
- Reading
Team Members
Alice WongBranch Office Administrator
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Location
RichmondMore to explore
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