Don Brock

About Don Brock

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

Experience

1. Financial Advisor

   Edward Jones

   Jun 2005 — Present

   I specialize in helping individuals and families create financial goals and meet them. Assisting in creating a financial strategy and consulting to explain various options available to meet client long and short term goals. Extensive experience helping businesses with the unique needs of business owners, including business succession plans, and employee benefit plan analysis, design and implementation.Acquired knowledge of the investment and insurance industries for mutual funds, ETF\'s, Life, Disability, and Long Term Care insurance, Fixed, and Variable Annuities.Business retirement marketing experience includes Defined Benefit and Defined Contribution qualified plans, and helping design tax-efficient non-qualified supplemental executive retirement programs.Key areas of concentration include:Asset Allocation and Protection StrategiesEstate Considerations and Legacy StrategiesFinancial Analysis and Assessment StrategiesPortfolio Review and StrategiesStrategic PlanningWealth Preservation and Protection StrategiesWealth Transfer

Education

• University of Oklahoma - Price College of Business

  Bachelor of Business Administration (B.B.A.)

  1982 — 1986

• The University of Dallas

  Master of Business Administration (M.B.A.)

  1991 — 1994