WORK EXPERIENCE

July 2000 - July 2002 Edward Jones, Branch Office Administrator

August 2002 - Present Edward Jones, Financial Advisor

EDUCATION

1995 State University of New York at Plattsburgh

Bachelors of Science, Concentration in Psychology and Human Services

Graduated on the Dean's List with Honors

ACCOMPLISHMENTS

Currently hold General Securities License, Life and Health Insurance License,

 AAMS (Accreditied Asset Management Specialist)

 For Edward Jones, currently serve as a Field Trainer and Mentor

COMMUNITY INVOLVEMENT

Women In Networking, Women's Business Center at Canisius College

Member of the Western New York League of Women Voters

COMPANY BACKGROUND

Edward Jones provides financial services for individual investors in the United States and,  through its affiliates, in Canada and the United Kingdom. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 10,000-plus financial advisors work directly with more than 7 million clients to understand their personal goals — from college savings to retirement — and create long-term strategies for their investments that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.