Luke Maxwell

Financial Advisor serving the Acworth GA area | Financial Strategies | Retirement | Insurance | Estate Considerations

Role
Financial Advisor at Edward Jones
Location
Dallas, GA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Luke Maxwell

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.Born in Marietta, GA and raised in Acworth, GA, I graduated Harrison High School in 2012. I\'ve been married to my wife, Dresden, for SIX years and welcomed our first child, Eidyn, in July 2022.Graduating with a degree from Reinhardt University, where I also played collegiate baseball, with a degree in accounting, I began my career as corporate accountant. From there, I served in other roles from recruiting for accounting and other accounting positions. During COVID, I reassessed how I could combine my interests in helping others through recruiting and data analytics, which led me to financial services industry.In 2020, I was hired as a Junior Advisor at a small firm in Marietta, then moved to Edward Jones.I love playing Pickleball. I enjoy the social and competitive aspects of the sport that have led me to meet all the great people in my community. I am also a huge Atlanta Braves fan and you can catch me any given night rooting on the Bravos.A financial advisor\'s role is to help you identify what goals you hope to achieve through the solution of financial products and long-term partnership. By utilizing goals, I help clients understand their current financial picture and work with them to create strategies to achieve their future wants and needs.I hope to become not only your financial goals partner, but a lifelong friend. I look forward to getting to know you and your family. Please contact me at (77••••••44 or instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Jun 2022 — Present · Dallas, GA, US

Education

  • Reinhardt University

    Bachelor of Science, Business Administration; Accounting

    2012 — 2016

Skills

  • Blogging
  • Research
  • Mobile Applications
  • Time Management
  • Leadership
  • Microsoft Word
  • Teamwork
  • Social Networking
  • Email
  • Public Speaking
  • Powerpoint
  • Microsoft Excel
  • Event Planning
  • Facebook
  • Social Media
  • Mobile Internet
  • Microsoft Office
  • Sales
  • Customer Service
  • Marketing
  • Twitter
  • Mobile Devices
  • Writing

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Luke Maxwell — Financial Advisor at Edward Jones in Dallas, GA, US | Unifers