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Get found as the Top Financial Advisor in Poquoson, VA
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Autumn M Epler
Financial Advisor
Edward Jones - Poquoson,VA
At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can better help you. I came to Edward Jones in 2016 to do just that, to help individual investors work towards achie...... Show More
Location & Business Hours
Friday
09:00AM to 04:00PM
Saturday
appointment
Sunday
closed
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About
At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our office so that we can better help you. I came to Edward Jones in 2016 to do just that, to help individual investors work towards achieving their financial goals.I was born and raised in a small town on the Eastern Shore of Virginia, where my family still resides and I enjoy visiting often. I studied at University of Virginia in Charlottesville, where I graduated with my bachelor's in 2013. In addition, I received the CFP® certification in 2023.Though I love Charlottesville, it was too far from family. Poquoson is my home away from home, complete with the small town feel and salt air smell I love. My husband, Jonathan, and I have two fur babies, Millie and Cali. We all greatly enjoy camping, boating and spending time with friends and family across Virginia and North Carolina. I also enjoy volunteering through the Junior League in my spare time, as well as making some stained-glass projects.Katherine joined the team in 2022, and enjoys spending her free time with her cat, Agnes. She likes spending time outdoors and on various crafts. She is a Navy veteran, and grew up in Northern Virginia where her family still resides.Now that you know a little bit more about me, I'd love the opportunity to learn more about you! I believe it’s so important to understand your individual goals and needs before you invest your money. This allows me to develop an investment strategy geared toward your unique, long-term goals. Working closely with you, your CPA, your attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help. Give us a call to schedule an appointment today.Connect with me on LinkedIn or follow me on Facebook!
Specialities
Retirement Savings Strategies
College Savings
Estate & Legacy Strategies
Domestic Partner Finances
Insurance & Annuities
Wealth Strategies
Pets
Spending Time with Family
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What organization is Autumn M Epler associated with?
Autumn M Epler is associated with Edward Jones.
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Autumn M Epler’s professional email address is a************r@e**********.com. You can also email Autumn M Epler by clicking on the contact Autumn M Epler.
Where is Autumn M Epler based out of?
Autumn M Epler’s primary location is Poquoson, VA.
What is Autumn M Epler's phone number?
Autumn M Epler's phone number is (757) 868-6170
What is Autumn M Epler's title??
Autumn M Epler is a Financial Advisor.