LPL Financial Advisor
Transocean Ltd. is a leading international provider of offshore contract drilling services for energy companies, owning and operating.......
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs. My Branch Office Adminstrator (BOA) and I I have found that clients really appreciate the time taken to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions. I received my undergraduate degree from LSU, I hold my Life Accident and Health Insurance Agent License, FINRA 7 and 66 registrations, as well as my AAMS® designation. I grew up just outside of Baton Rouge in Central, Louisiana, where I attended Central High School. I currently reside in Prairieville, Louisiana, with my wife. We have one son two dogs. To get to know me better and develope an understanding of how I can help you, call or stop by my office, or visit www.edwardjones.com .
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