Edward Jones

About

Provide financial planning services for our clients 

Becoming financially organized and prepared may seem complex and difficult, especially if you have to do it alone. Working together, we can explore the choices available to you, so you can make informed decisions.

With thoughtful analysis of your unique situation, we will create a strategy to help achieve your goals, whether it is preparing for retirement, saving for college or your estate considerations. And when you have a question and call our office, you will speak directly with me.

Additionally, our branch understands the unique needs of high-net-worth clients and small business owners. Because of this, we can capably help you create a strategy to achieve goals such as creating a retirement plan for your business. We find our greatest success working with people who value guidance while partnering to achieve their goals.

Whether you are an experienced investor or just getting started, choosing a financial advisor is an important decision. Thank you for considering me as your trusted partner. I look forward to working together to strategize and help you prepare for your financial future.

A Little About Me:
Originally from the Bronx, I have lived on Long Island most of my adult life. After graduating from high school, I was accepted into the pharmacy program at St. John's University. I hold a bachelor’s degree in pharmacy and earned my N.Y. State Pharmacy License. I went on to graduate school and earned an MBA from Adelphi University.

My wife and I met in college, and we married after we graduated. We have two children, and I cannot forget to mention our black lab, Magnus Rex.

Keeping active has always been important to me, so I'm always up to play pickleball or competitive volleyball. I'm an avid fisherman and boater, as our family loves the outdoors. Though life is busy, I will always make time for cooking, especially with my smoker. And we never miss a St. John's basketball game – GO REDSTORM!