Edit Business | Edward Jones - Financial Advisor: Greg Baumgardt

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Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 12,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We believe it’s important to invest my time to understand what you’re working toward before you invest
your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. Or if you are retired, we can help provide strategies to try and maximize retirement income.

I joined Edward Jones as a financial advisor in 2010, opening the firm’s second branch office in the city of Milwaukee. Prior to Edward Jones, I began my career at a regional brokerage firm, Robert W. Baird, starting in 2006. I attended the University of Wisconsin-Milwaukee and graduated with a bachelor’s degree in finance as well
as marketing. Originally from Racine, I have lived in Milwaukee since 2003.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. We look forward to the opportunity to meet with you and show the value that Edward Jones and I can provide. Addtionally, my branch office administrator, Lara, and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com for more information."Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor."

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