Todd Edwards
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
McKinney, TX, US
EDUCATION
The Ohio State University
Bachelor’s Degree, Business Administration and Management, General
ABOUT TODD EDWARDS
As a financial advisor, one of the first questions I ask is \"how do you define financial success?\" I’ve learned each family defines financial success differently. For some, it means making employment optional so they can spend more time engaging in leisure activities and visiting with family and friends. For others, it means leaving a legacy to their family or a favorite charity. My responsibility is to guide them from where they are now to where they want to be. My clients value my ability to simplify complex strategies into an actionable plan. They appreciate that I am open, straightforward and easy to talk with. When I am working with you and your family, you can rely on me to: • Create a personalized financial strategy tailored to your family • Identify risks you may be overlooking and put asset protection strategies in place • Integrate, coordinate, and monitor your various investment accounts • Navigate through market cycles so that you stay on track • Modify your plan as your family situation changes or as tax, estate, or economic conditions evolve. I partner with you and your CPA on tax planning, your insurance agent on risk management, and your attorney on estate considerations. Many families have found this approach provides superior solutions for their more complex financial needs. I invite you to contact me to find out if this approach may guide your family more For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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