Mike Phebus
Financial Advisor at Edward Jones
Based in Cincinnati, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Cincinnati
Industry
Financial Services
Company size
87
Contact information
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m•••••••@edwardjones.com
Phone
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Background
About Mike Phebus
What's important to you?" This is the question that begins every relationship I form with my clients. The answer to this question is where our journey together begins, and where we work as partners to help build your dreams into your reality. As a child, my family had a World Book encyclopedia set. I loved every volume. Each was a letter of the alphabet. I would go to the bookshelf and randomly grab a volume (the A, or the T, etc.), and just start reading. Understanding the world around me has always driven me. It fueled my over 20-year career as an attorney. And that same passion for understanding drives me to this day. It's why I chose to join Edward Jones. Edward Jones has one primary mission and so do I, and that is providing you with financial advice while acting in your best interests. I do this by understanding what's important to you. Then, using our established process, you and I partner together and build your personalized strategy. My ideal clients are those who want to carefully and thoughtfully work toward financial goals, such as: preparing for or living in retirement, business retirement plan strategies, business succession planning, education funding and estate considerations. No two scenarios are the same, and neither are the approaches to developing the strategies to help achieve those goals. You have your own vision of financial success. Help me better understand your vision. With that understanding, we will build a strategy together that is precisely tailored to help you reach your unique financial For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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