Debbie Brown
Financial Advisor at Edward Jones
Based in Greenville, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Greenville
Industry
Financial Services
Company size
87
Contact information
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d•••••••@edwardjones.com
Phone
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Background
About Debbie Brown
I have been with Edward Jones since 2006 and have been a financial advisor since 2008. In order to better serve my clients, I earned the AAMS™ professional designation from the College for Financial Planning®. Using an established process, I build personalized financial strategies to help my clients fulfill their dreams, plans and goals. I take the time to ask essential questions and listen intently. I then construct measurable objectives tailored to my clients' circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and keep them on track. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs, attorneys and other trusted professionals, always keeping client information confidential. I am proud to serve a wide variety of clients in multiple states, whose goals range from saving for higher education expenses to living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also small business owners with whom I help create strategies for business succession, strategic planning, and tax reduction. I sincerely enjoy getting to know people and helping them thrive. One of my greatest joys is when people share with me the good news of a new child in the family or their decision to retire, knowing that they can do so comfortably. While I like the challenges of my job, what I enjoy most is building relationships with my clients, treating people like family and helping people through the ups and downs of life. Outside of my role with Edward Jones, I serve my community as a member of the Anderson County Woman's Club and my church as a member of my Home Group. I also enjoy traveling, being on the lake, riding motorcycles with the Electric City Harley Davidson Chapter and spending time with my family and For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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