Are you managing your money in a way that is improving your lifestyle?As a single mom, ever balancing an executive career with parenting, I was learning the basics of investing far before I really even knew what to ask. Thankfully, my own Edward Jones financial advisor didn't hesitate to be my go-to, strategic safe space when I needed help and guidance:when I bought my first home; when I wanted to ensure my daughter's education needs were covered; when I changed employers, then careers; when I faced a surprising crisis of health.I have benefited from practical planning and thoughtful strategy as a Jones client, and now, advisor. Turns out, it isn't magic.I'm an experienced strategic leader with a demonstrated history of working in the financial services and health care industries. In addition to my AAMS™ and CRPC™ designations, I hold federal and state securities and insurance licenses, as well as a master's degree in marketing from Webster University in St. Louis, MO, and a bachelor's degree in journalism from the University of Missouri - Columbia. I was privileged to build a branch as a financial advisor with Edward Jones in my hometown of O'Fallon, Illinois, followed by three years as a traveling financial advisor, taking care of Edward Jones clients all over the country. I'm now permanently located in California.Prior to joining Edward Jones, I served in health care as the vice president of marketing and education for the global premium medical device equipment co, ROHO, Inc. (now Permobil), before moving on to lead Southern Illinois division communications for Hospital Sisters Health System. I'm additionally a certified yoga instructor from the Kripalu Center for Yoga and Health in Lenox, Massachusetts.Your financial health is personal. Please call the office to schedule some time for us to visit and learn if we are a good match.Warmly, Melissa