Alex Ambriz
Financial Advisor at Edward Jones
Based in Harlingen, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Harlingen
Industry
Financial Services
Company size
45K
Contact information
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a•••••••@edwardjones.com
Phone
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Background
About Alex Ambriz
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs and Estate Planning Attorneys. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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