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.
Prior to joining Edward Jones, I spent several years in the medical and dental industries. Over the course of this time, I managed sales territories, operational teams and worked on mergers and acquisitions. Whether working with doctors, dentists, business owners or teams, the same challenge arose: the misunderstanding of complex information rarely yields success.
After joining Edward Jones, I realized that the world of building financial strategies is no different. Individuals are often presented with information that is extremely complex and asked to make quick decisions, without fully understanding the information presented or the implications. My goal, as a financial advisor, is to speak plainly, provide understanding and work together to help achieve my client’s stated goals. No one can predict the future, but the best outcomes come from a team that communicates and understands the information presented.
To accomplish this, I spend a great deal of time learning about what is important to you. From there, we work through an established process to develop a tailored investment strategy, to help achieve your stated goals. I am passionate about helping others understand complex information, define their financial goals and working together as a team to help achieve them.
Noah Vennes2501 Ranch Road 620 South Suite 210, Austin, TX 78738