Taylor Navel

Financial Advisor | Investments | Retirement | Education Savings | Insurance | Estate Considerations | 401k options

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

About Taylor Navel

As an Edward Jones Financial Advisor, I feel that it is important to invest my time to understand what is important to my clients. I make it a point to fully understand my clients goals, current situations, and comfort with risk. Once I have a full picture, I invest a significant amount of time helping them create a personalized strategy designed to meet their financial needs and goals. At Edward Jones we have a long-term approach with an emphasis on quality and diversification. I provide financial solutions for clients in Texas and throughout the country. The firm has thousands of people and advanced technology supporting our office so that we can help clients, like you, reach your long-term financial goals. I would appreciate the opportunity to meet with you and discuss how I can help you accomplish your goals. When you\'re ready give me a call: 28••••••74. Areas of Focus: 401k options, Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, life insurance, asset allocation and protection strategies, financial strategies, portfolio review, risk assessment, retirement planning, education savings, 529s, annuities, business retirement plans, exchange-traded funds, equities, bonds, certificates of deposit, mutual funds, estate and trust services, and systematic For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

  1. Financial Advisor

    Edward Jones

    Aug 2016 — Present · Sugar Land, TX, US

    I work closely with my clients in order to align my efforts with their goals. I believe in empowering the community around me by providing financial education and the opportunity to thrive.

Education

  • Texas A&M University

    Bachelor of Business Administration (BBA)

    2012 — 2015

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Taylor Navel — Financial Advisor at Edward Jones in Houston, TX, US | Unifers