Helping people achieve their dreams

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Video Transcript

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[Text] Moments that Matter

[Text] Julie Kelly – Financial Advisor

[Julie] Rand and Anna always dreamed to maybe build a house in the Tetons. So I shared with them that we could develop a roadmap to help them figure out how could they afford this home with their assets and really achieve that dream. I’ll never forget when I was in my office one day and Rand had sent me, while he was in Wyoming, a picture where he was standing on a piece of property, looking over at the future view of their home.

[Julie] And he said, we think this is the spot, basically. You could just hear kind of the joy coming through the email that he was so excited that they had found that perfect spot. And that’s in my mind, you know, why we do what we do as a financial advisor. The fact that he was standing on that piece of property and thought, I’m gonna send Julia a picture. We are really helping people achieve their dreams long term.

[Logo] Edward Jones

[Text] Copyright 2017 Edward D. Jones & Co., L.P. All rights reserved. Member SIPC

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