Art Aldrich
Financial Advisor @Edward Jones
Loveland, CO, US
EMAILS
a••••••••@edwardjones.com
MOBILE NUMBERS
+19•••••••12
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WORK HISTORY
Oct 2014 — Present
Financial Advisor @Edward Jones
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As a Financial Adviser with Edward Jones, I help families in my community get the most out of their money by getting to know them on a personal level so I can give specific advice on how to invest and save their money as well as help them make smart financial choices.
EDUCATION
1999 — 2003
Colorado State University
Bachelor of Arts (B.A.)
2017 — 2017
College for Financial Planning
AAMS® (Accredited Asset Management Specialist)
SKILLS
Risk AssessmentExchange-Traded FundsFixed AnnuitiesEstate and and Legacy StrategiesFinancial CalculatorsBankingCustomer ServiceEquity InvestmentsLife InsuranceFixed-Income InvestmentsEstate ConsiderationsSaving, Spending and Borrowing SolutionsEducation SavingsResearchBusiness Retirement PlansWealth Preservation StrategiesInvestmentsRetirement PlanningEquitiesInsurancePublic SpeakingPortfolio and Retirement Plan ReviewsRetirementIndividual Retirement AccountsAnnuities
ABOUT ART ALDRICH
I strongly believe I have a duty to understand not only financial and wealth preservation…
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