Edward Jones - Julie Parks

About Us

As a financial advisor and limited partner of Edward Jones, I enjoy developing long-term relationships centered on building wealth, living generously, and leaving a legacy. We act as a sounding board for our clients, using an established process to bridge the gap between what can be controlled and what matters most.

Kimberly and I strive to make sure clients feel heard and that we understand their unique story. Using our established process, we work with you to:
• Clarify and prioritize your financial goals
• Make sure your strategy evolves as your life changes
• Stress-test your financial strategy through economic shifts
• Provide steady guidance during times of uncertainty
• Collaborate with your CPA, attorney and others to ensure alignment
• Empower you with clarity and confidence in your financial future

We are often introduced to individuals as they approach retirement, change careers, sell a significant asset, or receive an inheritance. I am proud to serve a diverse group of clients across multiple states. I particularly enjoy working with clients who have complex financial priorities, actively collaborate with our team and are advocates of our services.

If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: face-to-face meetings, convenient scheduling and one-on-one relationships. Call or email today.