">LeTip Santa Cruz

Santa Cruz Chapter

Edward Jones Investments

Category: Financial Advisor

Business Description

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

I have lived in Scotts Valley for over 10 years. I have a wonderful wife, Erica, who is a middle school science teacher and a son, Elijah, who was born this past year. Erica and I love to cycle together (we have actually rode across the country – twice!) I also enjoy scuba diving, being outdoors, reading and board games.

Contact Info

Contact: Ivor Thomas
Office: (831) 438-2168
Fax: (855) 379-2998