Edward Jones - Financial Advisor: Steve Gregory

Speak with your financial advisor at Edward Jones about your financial goals. Our team can help you plan for retirement, save for education, and offer tax planning. What do you enjoy about being a financial advisor in your local community? Helping people achieve success and be happy. 2. What can a client expect when working with a financial advisor? I would be able to understand what they really want and like. We can have an open conversation about risk and cost. I offer proven strategies. I am always available. 3. As a financial advisor in the Edward Jones company, what is your role? I am a partner. I must understand my clients' needs and goals. I must also work with any other people in their lives who might help them. I use a process that works and I know how to help clients use this process to make sure that they stay on the right path in life. 4. Where are you located and do your clients live in this area? I’m on Locke Street. Many of my clients live here too. I see them at local shops and hear about them from my family. My wife and children and I are part of the neighborhood. We hike, eat, and go to local schools. This helps me understand what clients need.