John Walters, Aams® work email
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John Walters, Aams® personal email
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Our team is passionate about helping serious, long-term investors achieve their financial goals. We do this by knowing our clients and their families, and by understanding what they want, need, and value. Through an ongoing process, we help refine our clients' financial goals and objectives through their various life stages. By developing this comprehensive, long-term strategy, we can:-assess the tolerance for risk at each life stage-document financial goals-track investment performance and progress toward these goals. We provide tailored advice and guidance by conducting regular reviews to stay on track and focus strictly on what we can control.I have over 14 years experience in helping individuals and families achieve their important financial goals. We strive to make a meaningful, positive impact in our clients' lives. Our goal is to provide exceptional client service in a setting which is professional, personal, and friendly from our office in Leonardtown, Maryland.
Growth Team
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Edward JonesGrowth Team Jan 2006 - PresentIn addition to serving our present clients, I have the honor of serving on our regional growth team; as a mentor, field trainer, and mutual fund academy leader. Our primary mission remains the same: to help individuals achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To facilitate our region's mission we have plans to expand into many local communities in the surround areas. Most offices have one Financial Advisor and one Branch Office Administrator who are dedicated to helping individual clients reach their financial goals.If you are a Licensed Advisor and considering other opportunities, or looking to change careers, please feel free to email me at John.Walters@edwardjones.com or call at (866) 997-1707 to discuss your situation.
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Financial AdvisorEdward Jones Sep 2000 - Present41680 Miss Bessie Drive, Suite 302, Leonardtown, Md 20650Securities and Insurance licenses across multiple states.
John Walters, Aams® Skills
John Walters, Aams® Education Details
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Virginia Military InstituteHistory -
Northern Virginia Community CollegeBusiness Management
Frequently Asked Questions about John Walters, Aams®
What company does John Walters, Aams® work for?
John Walters, Aams® works for Growth Team
What is John Walters, Aams®'s role at the current company?
John Walters, Aams®'s current role is Financial Advisor.
What is John Walters, Aams®'s email address?
John Walters, Aams®'s email address is jo****@****nes.com
What is John Walters, Aams®'s direct phone number?
John Walters, Aams®'s direct phone number is +130199*****
What schools did John Walters, Aams® attend?
John Walters, Aams® attended Virginia Military Institute, Northern Virginia Community College.
What skills is John Walters, Aams® known for?
John Walters, Aams® has skills like Estate Considerations, Portfolio Strategies.
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