Edward Jones 10800 Corkscrew Rd. Suite 304, Estero FL 33928

Edward Jones is a nationally recognized financial services firm. As a financial advisor with Edward Jones in the Estero area, I specialize in helping individuals, families, and small business owners pursue their financial goals through personalized investment strategies, retirement planning, and workplace retirement plan solutions.

My practice offers comprehensive financial guidance, ranging from building and growing wealth to protecting assets and planning for the future. Whether a client is just starting to invest, approaching retirement, running a business, or planning an estate, I provide personalized strategies designed around their unique situation and objectives. I am committed to developing long term relationships with the people and businesses that make up our local community.

Primary Services:
- investment and portfolio management
- retirement planning and income strategies
- workplace retirement plans (401(k), SEP-IRA, SIMPLE IRA)
- Life insurance and annuities
- Estate and wealth transfer planning
- Small business owner financial strategies