Barrett Shirey
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Durant, OK, US
As a financial advisor with Edward Jones I work with individual investors and business owners by:• Taking the time to understand what\'s important to them and where they would like to be in the future.• Using an established process to determine how to get them there, and to develop personalized strategies to help them achieve their goals.• Partnering with them throughout their life to help keep them on track.My focus areas are:• Retirement Savings Strategies• Retirement Income Strategies• Wealth Strategies• Employer Retirement Plans• College Savings• Estate and Legacy Strategies• Life Insurance and Annuities• Long Term Care InsuranceFINRA series 7 & 66State of Texas & Oklahoma Annuity, Life, Accident, Health Insurance Agent
EDUCATION
Dallas Baptist University
Bachelor of Business Administration (B.B.A.)
ABOUT BARRETT SHIREY
As an Edward Jones financial advisor, I believe it’s important to invest my time to…
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