Tim Yost Email & Phone Number

As an Edward Jones financial advisor, I work with my clients to build investment strategies that create value for specific investment goals. During my twenty years in the technology industry, focused on mergers & acquisitions and product development, I was always fulfilled when the products I created improved the lives of others. My entrepreneurial spirit led me to own franchised restaurants, as well as organize and execute on real estate development projects. The consistent theme throughout my career is that I enjoy uncovering value and helping people.I work with individual investors, successful professionals, families, and entrepreneurs with complex needs. I believe it’s important to invest my time to understand what you’re working toward before developing a strategy to help you achieve your goals. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance it with the steps necessary to reach your long-term goals.We partner together and monitor your progress over time. We help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages our collective expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.Solutions: Stocks, Bonds, 401(k) plan implementation, SEP-IRAs, SIMPLE IRAs, Retirement, 401(k) options, Mutual Funds, College Savings Plans (529 plans), Life Insurance, Annuities, Long term care insurance./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Strategic Partnerships, Business Development, Management, Marketing Strategy, and 57 others.