Peter Mowry
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Peter Mowry
Planning for Retirement Enjoying Retirement Paying for Education Preparing for…
Experience
Financial Advisor
Mar 2014 — Present · Simsbury, CT, US
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s financial advisors work directly with nearly 7 million clients to understand their personal goals – from college savings to retirement – and create long-term investment strategies that emphasize a well-balanced portfolio. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Skills
- Retirement Plans
- Customer Service
- Education Saving Plans
- 401k Options
- Investments
- Asset Allocation
- Wealth Management
- Customer Satisfaction
- Helping Others
- Wealth Strategies
- Strategic Planning
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