Edward Jones – Estrella Espinoza
As someone who has been in the financial industry for over a decade, I have heard countless times from people saying they wished they had started planning for their financial future earlier. I understand that discussing money can be daunting, especially when it's filled with jargon that can be confusing. This is where I come in. I listen to my clients' day-to-day experiences and future aspirations and create a unique and realistic financial strategy to help them achieve their goals. My promise is to always be transparent and honest with my findings.
Growing up in an immigrant household where my father lost everything after working three jobs, I understand the importance of providing for our families today while also preparing for unexpected challenges that life may bring.
During my free time, I enjoy exploring new foods, watching movies, and attending family activities with my children.
If you're looking for a financial advisor who truly listens to your needs and creates a customized strategy, look no further. Let's start planning for your future together. I offer complimentary reviews by phone, Zoom, and in person.
Branch Team
Yolanda Darby - Sr. Branch Office Administrator
Work History
Edward Jones - September 2019 - Present
US Bancorp Investments, Inc January 2019 - September 2019
Education
Drake University - Bachelor of Arts
Edward Jones – Jonathan Pittman
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.
It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.
We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.
Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance.
In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
License No. CRD#7324865
Edward Jones – David Figari
Financial Advisor with Edward Jones in the greater Tampa Bay Area.
Emphasis on financial goals based planning for individuals and small business owners
Helping individuals, small business owners, and their families achieve their financial goals throughout their entire lives
Certification
Series 6, 7, 66
Longview Wealth Advisors – Marc Walker
Longview Wealth Advisors provides financial planning services for individuals, families and businesses.
We can assist with retirement planning and risk management through insurance planning.
License Serires 7, 65, 55, 63, 55, 3, 24
New York Life – Dana Harris
My role as a financial advisor involves providing personalized financial guidance and investment management services to individuals, families, and businesses.
Financial advisors help clients navigate complex financial landscapes, achieve their financial goals, and secure their financial futures.
Every client is unique, so together we can develop a personalized approach that meets today's needs and tomorrow's as well.
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