Edward Jones - Financial Advisor: Willie Smith Jr

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Edward Jones - Financial Advisor: Willie Smith Jr



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About Edward Jones - Financial Advisor: Willie Smith Jr
Professional experience
Willie Smith Jr - Financial Advisor at Edward Jones Meet Willie Smith Jr, a dedicated Financial Advisor at Edward Jones serving the Dallas, TX area. With a passion for helping individuals and families achieve their financial goals, Willie is committed to providing personalized and professional advice. Whether you are a business owner, a corporate executive, or a community leader, Willie understands the unique challenges and opportunities you face in managing your finances. With years of experience and expertise in the financial industry, he is well-equipped to guide you through various financial strategies that will align with your objectives. Willie specializes in retirement planning, education savings, and tax-efficient investing. He believes that preparing for retirement is crucial and offers a Retirement Calculator to help you assess your readiness. By understanding your financial situation and aspirations, Willie can tailor a comprehensive plan to ensure a financially secure and fulfilling retirement for you. Education is another aspect that Willie focuses on. He recognizes the importance of saving for your children's future and offers valuable insights and strategies to help you establish an education savings plan that aligns with your goals and preferences. Additionally, Willie emphasizes the significance of being a tax-smart investor. By utilizing tax-efficient investment strategies, he helps clients minimize their tax burdens while maximizing their investment returns. Willie stays up-to-date with the latest tax laws and regulations to ensure that his clients can take full advantage of available tax benefits. As an Edward Jones Financial Advisor, Willie is committed to providing the highest level of client service. He believes in building long-term relationships based on trust, open communication, and mutual respect. Willie takes the time to understand his clients' financial priorities and risk tolerance, ensuring that their investment strategies are tailored to their individual needs. To schedule a consultation with Willie Smith Jr, please visit our website at edwardjones.com or give him a call at (*information hidden*Get the personal financial advice you need to achieve your goals and secure your financial future with Willie as your trusted advisor at Edward Jones.

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Location

Richardson, Dallas (75080)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish


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