Edward Jones Goes Big With New Office On Bruce B. Downs
By JOHN C. COTEY john@NTNeighborhoodNews.com The financial world is, for many, more precarious than ever these days. Jobs and benefits are in flux, the stock market is all over the place, inflation is leaving a mark and the economy is either booming or teetering on destruction, depending upon who you ask. Trying to decide how to shield your savings and investments from this potential storm isn’t a decision to be taken lightly. That’s why, when financial advisor William Morales is asked for one piece of advice, it’s this: come see us at Edward Jones. “It doesn’t cost you anything, other than time,” says Morales, referring to Edward Jones’ free consultation. “That’s really it. That hour you sit down and talk with an Edward Jones advisor, you’ll get answers to questions you have and uncover questions that you never thought of yourself.” At Edward Jones, a handful of financial advisors — Morales, Paul Elliott, Natalie Matos, Scott Peterson and Jimmy Tovar — are here to guide you from their new office on Bruce B. Downs (BBD) Blvd., which opened earlier this year in the Shoppes of Wesley Chapel across BBD from AdventHealth Wesley Chapel. The new office’s Grand Opening and ribbon-
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The team at the new Edward Jones office on Bruce B. Downs Blvd. in the Shoppes of Wesley Chapel includes (l.-r.) William Morales, Jimmy Tovar, office administrator Karn Weigel, Natalie Matos, office admin Cathy Giacinto, Paul Eliot & Scott Peterson. (Photos by Charmaine George)
cutting ceremony were held on May 6. Edward Jones offers a wide range of financial services, advising clients on retirement and college savings, business plans, wealth strategies and investments, life, long-term care and disability insurance, annuities and credit. “We do everything,” Morales said. “The core of what we do is planning. The investments, that hasn’t changed, but it’s all about how we’re connecting with clients and understanding what their goals are…we know there’s a lot of people out
there who should be talking to us that aren’t, so making sure we have a presence in our community is a big part of why things are moving differently.” Morales has had his office in Wesley Chapel for years and has lived here since 1998, but now, sharing a larger workspace with other advisors with different levels of experience, different backgrounds and from different places, is a boon to clients. “At the end of the day, it’s what can we bring to the client experience?,” says Elliott, who has been with Edward Jones
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since 2012. “In a single office, maybe I have an idea I want to run by someone. I tell the client I’ll make a phone call or check with an email, to ask what do you think? That’s very different from calling one of the other advisors in the office and getting maybe a different point of view. I think that’s good for the client.” While there are many services offered, the most common questions are about retirement, by those already retired or those just getting there. At Edward Jones, the approach is to build a relationship with clients before money and investments are even discussed. That’s because instead of promising what they can do for you, at Edward Jones, the advisors are more interested in what you see when you look into the future. “What are you trying to accomplish?,” Matos says is often the first question. Once a client has laid out their own plan, the investments to get them there act as the vehicle.” Peterson, a University of Pittsburgh graduate who has worked in financial services for more than a dozen years, says he will ask clients to close their eyes and describe how retirement might look. “Where are you, who is with you, what are you doing and what are your plans for that day?, “ he says. “Tell me about it,” and, whether you are at the
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