Bo Bishop Email & Phone Number

I strongly believe I have a duty to understand not only financial and wealth management strategies, but also have an understanding of non-numerical matters that can affect and determine the quality of life and security for your family - today and into the future.My responsibilities to you includes ensuring all aspects of your wealth management, preservation, and protection strategies are working in tandem. This means making sure your CPA, estate planning or trust attorney, and other family advisors are all communicating to best meet your needs and wishes. Whether it's helping you prepare for surviving spousal needs or care, or assisting you to maintain your current lifestyle, my goal is to diligently and honorably serve you and making sure you have the professionals in place to accomplish this./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.