What does a financial advisor for Edward Jones do?

We work with you to understand why you are investing and what are your financial priorities. You will work with a dedicated financial advisor, utilizing an established process to create personalized financial strategies, backed by advice, tools, and resources to help you reach your goals. We will continue to partner with you to help your strategy stay on track. We offer a comprehensive line of financial solutions and services in addition to the traditional investments you expect such as: Education Savings Accounts, Insurance, Annuities, and many options for Business Owners and their business employee 401Ks.

How many years have you been an Edward Jones Financial Advisor?

3 years

How many employees are in your office?

2 employees

What sets you apart from other financial advisors in your industry?

I am passionate about helping people and want to help them see and make smart decisions with their money. We can handle almost any of your financial needs.

What are some of your successes or achievements as a financial advisor for Edward Jones that you are most proud of?

We were able to help people stay focused through the pandemic to continue to save and plan for the future and their retirement.

What is an interesting fact about Brian Stone the financial advisor for Edward Jones that people might not know?

I grew up in the Grandview community and am now working in the community and helping people achieve their financial goals.

Is there anything else you would like to add?

I love being in the chamber and participating in all the fun activities.

Edward Jones – Brian Stone
800 E 101st Terrace, Suite 250
Kansas City, MO 64131

Main Contact: Brian Stone
Phone: 816-761-4066
Email: brian.stone@edwardjones.com

Website: www.edwardjones.com/brian-stone
LinkedIn: https://www.linkedin.com/in/brian-stone-edwardjones/