Edward Jones - Financial Advisor: Julie Reid, CFP®|ChFC®|AAMS®|ADPA®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Julie Reid is a financial advisor based in Gilbert, Arizona, affiliated with Edward Jones. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-efficient investment strategies. As a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS®), and Accredited Domestic Partnership Advisor (ADPA®), Julie is equipped to assist clients in achieving their financial goals. Her practice is dedicated to helping individuals and families navigate their financial journeys through face-to-face consultations.

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