Edward Jones, Faith Wilson
The battle with Alzheimer's and Dementia are tough, and when it hits close to home we realize how important an estate strategy is for the entire family. Whether you are near or far from a family member being impacted, it takes a village, and my experience and resources can assist with your preparation for life events. Why not ask for help, it starts with a conversation - let's talk.
My primary goal is to help individual investors and small business owners develop an investment strategy geared toward their unique, long-term goals. Whether you're planning for retirement, saving for children/grandchildren's education or just trying to protect the financial future of the ones you care for the most, we can work together to customize your plan and achieve your goals.
Originally from Philadelphia (Eagles fan), my husband, Jerry (Cowboys fan), is from Mississippi and we have been married and resided in Florida (Orlando-Miami and now Tampa) for nearly 20 years. Our passion is helping others, traveling, sports, al fresco dining and spending time with the grandkids!
Relationships are key; let's plan to meet when it’s convenient for you as I recognize the challenging needs of everyone's hectic schedule. It would be my pleasure to partner in planning what's most important to you.
How a financial advisor can help
A financial advisor can bring you closer to the future you see for yourself in many ways – from creating personalized savings strategies for all your short- and long-term goals, to selecting the right investment products for you, working through estate considerations and setting up insurance protection for you and your loved ones.
But the most important benefits aren’t necessarily the details of strategies and investments. We believe the real difference is in finding a long-term, trusted partner who understands what's most important to you, and why.
No two people are the same, so your financial goals and investment strategies should be as individual as you are. By listening to your unique story, Faith can help develop sound goals and strong foundational strategies to keep you on track toward your vision for the future.
At Edward Jones, we are committed to your lifelong journey, so you can be sure you’ll have someone to help you adapt as life evolves. Whether you want to save for retirement, make sure your kids or grandkids graduate college debt-free, travel the world or build wealth to last generations, we can partner with you to realize the possibilities.
Contact Information
Faith Wilson, Edward Jones
1700 N. McMullen Booth Road, Suite A4
Clearwater, FL 33759
(727) 725-1262
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