Edward Jones-Katie Lamar

As an Edward Jones financial advisor, I work hard to understand what is important to you. I have an established process to build personalized strategies to help you reach your goals. We will work together over time to keep you on track to meet your goals, making adjustments along the way. Together with Mary Creech, a key member of my team, we will provide a high level of service to ensure open communication and clarity.

I have been assisting clients in reaching their financial goals since 2005. In that time, I have served both as a field trainer and mentor for new advisors and I work closely to foster the relationship between our local advisors and the Alzheimer’s Association. I am also active in sharing my passion for Edward Jones and helping others begin their career as a financial advisor.

Categories: Financial/Investment Services

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