Edward Jones - Troy Wootton AAMS®, CRPC® / Financial Advisor in Sugar Land, Texas

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my career with Edward Jones in 2012 in Sugar Land, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as the culture of compliance leader.

My branch office administrator, Nancy King, has twenty five years of experience and is dedicated to providing you with the highest level of personalized service available in our industry.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning College Planning Comprehensive Financial Planning Divorce Planning Estate Planning ETFs Family Financial Planning Fiduciary Financial Planning Financial Planning Advice And Services Investment Consulting Investment Management Investment Services IRA Legacy Planning Mutual Funds Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Stocks Wealth Management Women's Issues Young Investors