Irene Simpson
Financial Advisor at Edward Jones
Based in North Port, United States
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Seniority
Staff
Department
Finance & Accounting
Location
North Port
Industry
Financial Services
Company size
45K
Contact information
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i•••••••@edwardjones.com
Phone
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Background
About Irene Simpson
My mission is to help families, individuals, and business owners simplify life's financial challenges by delivering customized strategies with a commitment to superior client service. Relationships with clients are at the heart of my practice. My belief is that managing wealth extends beyond building investment portfolios. It means collaborating with people to define what matters most as they prepare for the next stage of life and the financial implications of such planning. By listening to and understanding each client's unique goals and needs, we are able to deliver personalized advice and guidance to assist with the creation, preservation and transfer of wealth to help create an enduring legacy. Personally, I describe myself as a compassionate, caring and ambitious person who loves the adventures of life. I'm always looking to empower and lift others whether it's through advice, support, mentoring or service to our community. Some outside interests I enjoy include: family, gardening, music, learning to play piano, great food and wine.
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