To me, being a financial advisor gives me the ability to touch peoples' lives in a meaningful way while doing what I love. With two bachelor's degrees from the University of Louisville in finance and economics respectively, I enjoy using my background knowledge and industry training to help my clients achieve their financial goals.
While we work with a variety of people from all walks of life, I find that my clients usually fall into three groups; individuals, families and local business owners. My branch office administrator, Michelle Stuckey, and I enjoy building relationships with our clients and are grateful for the opportunity to be a part of their lives.
Many times, finances can be confusing, overwhelming and frustrating. Trust me, I understand; this is why I have made it my mission to help educate my clients and simplify the choices that are right for their specific needs. At Edward Jones, every strategy and solution we offer is tailored to what is most important to you, the client. Before investing your money, we will spend time working together to establish your goals and priorities. It is important for me to understand your unique situation so I can be best suited to make recommendations.
While I enjoy my work immensely, family is my foundation. I grew up in the small community of Paducah, KY as the youngest of four children. My husband, Ross, and I currently reside in the Bloomington/Ellettsville area with our two hounds, Wilson and Harry, and enjoy staying active with them. In our spare time, we enjoy board games and sports.
Community service is also a large part of our lives as I strongly believe in giving back. I currently serve as a member on the Auxiliary Board for the Boys and Girls Clubs of Bloomington; Edgewood Dollars for Scholars; Bloomington Sunrise Rotary Club; Ellettsville Lions Club; and various other community activities.
If you are searching for a financial advisor or would like another opinion, please call for an appointment.
Savanah Whittaker, Financial Advisor