Edward Jones – Lea Evers, AAMS®, CRPS®, Financial Advisor
I am truly blessed to be one of the few people to have found my true calling in life. Finance intrigued me even as a child – how to control it rather than having it control us. I saw times of prosperity and times of struggle in my family, and this led me to a career as a financial advisor. I joined Edward Jones as such in 2015 after spending over 12 years in financial services, including three years in fraud prevention. I am dedicated to helping my clients achieve their goals and enjoy being able to make a difference in the multiple generations of the families we serve.
I received my MBA from Indiana Wesleyan University and my bachelor’s degree from Rockford University. To better serve my clients, I earned the AAMS® and CRPS® professional designations. I am active in the community in such organizations as the Stateline Chamber, Rockford Woman’s Club, American Heart Association and March of Dimes, an organization dear to my heart since my son was born prematurely.
In my work, I use an established process that begins by gaining an understanding of what’s important to you. Only then can I build personalized strategies designed to help achieve your goals. Once these strategies are implemented, I am passionate about partnering with you throughout your life, helping you be prepared for and protected from the pitfalls in life that could knock you off track. Life happens and goals change, but this partnership allows us to adjust strategies with the purpose of your money in mind.
I am proud that when clients call our office, they reach one of my team members, not an automated service or call center. It is just one of the ways we strive to personalize your experience. Julie Tesluk, our Branch Office Administrator, is a former librarian who strives to provide excellent service to our clients. Don’t be surprised if she offers a book recommendation or leads you to our office library!
Together, we can build and protect a future for your family. We’d love to hear from you.
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Listing Title: Edward Jones – Lea Evers, AAMS®, CRPS®, Financial Advisor