Verified recordFinancial Services

Andy Dodson

Financial Advisor at Edward Jones

Based in Boise, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Boise

Industry

Financial Services

Company size

87

Contact information

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Email

1 credit

a•••••••@edwardjones.com

Phone

5 credits

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Background

About Andy Dodson

Since joining Edward Jones as a financial advisor in I have discovered that there is nothing more important to me than understanding what's most important to my clients. Only then, can we work through an established process together, building personalized strategies and implementing specific actions needed to achieve financial results. We strive to remain one of the most well respected financial practices in our community, known for serving the serious long-term investor. Or goal is to continue to be a good steward of the assets temporarily entrusted to us, treating clients with respect and always attempting to exceed expectations. We take a very holistic approach in working with clients, as we help them build, preserve and pass on inter-generational wealth. Over the years, I have held many leadership roles within the firm, as well as serving as a mentor, coach and workshop leader for advisors wishing to optimize their businesses. I'm most proud of helping launch multiple new offices in the Nampa area through asset sharing programs, helping new financial advisors begin their careers. Our office has been recognized both locally and nationally for the work we do. We have received awards from the Nampa Chamber of Commerce, the Better Business Bureau and by Barron's Magazine. We have also been invited to attend our firm's annual Managing Partner's Conference every year since 2004, which is an honor reserved for the top 400 of the firm's more than financial advisors. My branch team and partners are Nikki Quintana, who joined our team in Melissa Howard in 2007 and more recently, Rebecca Barrera joined us in 2019. Together, we are a high functioning team focused on what is most important to our clients. As an active member of the Nampa community, I've been a past president and current member of the Nampa Rotary Club, Nampa Chamber Of Commerce, Boys and Girls Club Advisory Board, Southwest Estate Planning Council and chairman of the Nampa Rotary Community For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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