Theo Williamson, Cfp®, Aams™ Email & Phone Number

Since the start of my career with Edward Jones, I have been committed to helping individuals and families effectively manage the financial domain of their lives to help achieve their short-term and long-term life goals. We do this through a disciplined process of proactive strategies and informed decision-making.My approach to financial advice for my clients integrates four core principles:A Strategic Process: We use a discovery approach to clarify and prioritize goals. Once goals have been established, we can implement a tailored investment strategy to help achieve those goals.A Tailored Investment Approach: We believe in long-term investment principles that incorporate quality and diversification. An asset allocation framework will be created based upon your financial objective and your comfort with risk. We leverage global resources to help make prudent investment decisions.A Focus on Service: We provide a higher level of service to a select number of clients, which includes ongoing education and guidance; frequent communication of timely, relevant, actionable information; and prompt responsiveness.A Continuous Improvement: I am committed to a pursuit of self-development. I will continuously expand my knowledge to empower and educate you, so you can understand the strategies and solutions we use to help meet your needs in an increasingly complex and ever-changing market environment.While I have the capabilities and resources to meet the broad-based needs of my clients, my focus is on understanding what is most important to you so that we can use an established process to help you achieve your goals. Then we will partner together to keep you on track.In addition to working at Edward Jones, I am a current member of Rotaract and a former Ball State University athlete.I welcome the opportunity to meet with you.The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Time Management, Leadership, Teamwork, Microsoft Excel, and 21 others.