Rocky Rhoades
Financial advisor helping my clients achieve their long term financial goals - retirement saving and income strategies, tax efficient investing and wealth transfer strategies. Let\'s connect!
- Role
- Financial Advisor at Edward Jones
- Location
- Hampton Roads, VA, US
- LinkedIn followers
- 500 followers
About Rocky Rhoades
I am dedicated to understanding my clients long term goals, alleviate any fears and…
Experience
Financial Advisor
Dec 2014 — Present · Norfolk, VA, US
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it\'s in the United States or Canada, our over financial advisors are located in the communities where our clients live and work – because that\'s the best way to get to know them and help them reach their financial goals.We offer investments services that align with our philosophy of diversifying quality investments and holding them for the long-term. These investments include stocks, bonds, mutual funds, CDs, annuities, insurance, Roth and Traditional IRAs, 529 education savings plans, 401k rollovers, SEP IRAs, advisory services, estate considerations, trust services and borrowing solutions. While this list may sound similar to what other financial service firms offer, we believe our process of assessing your needs, developing goals, implementing solutions and regularly reviewing your portfolio makes us more equipped to help you plan for financial future.
Education
Franciscan University of Steubenville
Bachelor's degree, Philosophy
2006 — 2008
Skills
- Volunteer Recruiting
- Creative Direction
- Marketing
- Fundraising
- Curriculum Development
- Event Planning
- Teaching
- Youth Development
- Pastoral Care
- Youth Ministry
- Public Speaking
- Leadership
- Religion
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