Edward Jones-Brice Milliorn, CFP®, Financial Advisor
INVESTMENT SERVICESFINANCIAL SERVICESINSURANCEINVESTMENTS/INSURANCE
As a financial advisor at Edward Jones, I focus on wealth strategies and portfolio reviews for individual investors and small business owners in the Brenham area. Partnering and working in tandem with other professionals including CPAs, estate planning attorneys, and life insurance specialists, I can help determine the most appropriate financial strategy for you, your family, and your business. I can also help with your retirement savings strategy so that you will have more options when you retire.
In 2003, I joined Edward Jones, after graduating from Texas A&M University. I became a limited partner with Edward Jones in 2008. I use an established process to gain a detailed understanding of my client's values and goals. I then employ specific financial strategies designed to address each client's unique needs and goals, and partner with them throughout their lives to keep them on track.
Successful individuals and families work with me to:
• Develop and implement a comprehensive wealth strategy to help them reach their financial dreams.
• Make smarter decisions in today's uncertain political, economic, and social environment.
• Obtain an independent second opinion from a financial advisor in their community.