Vernon Folks, Edward Jones Financial Advisor

Cedar Hill Business Spotlight:

Vernon Folks, Edward Jones Financial Advisor

 

Edward Jones empowers highly qualified investment advisors with the leverage to implement customized financial solutions. The company has built its reputation on its ability to connect its clients with advisors who understand their needs and can implement successful long term financial solutions regardless of larger market conditions.

Financial Advisors at Edward Jones have a great deal of responsibility over the financial lives of their clients. Advisors often oversee the total financial portfolios of their clients, but the purpose of their advice is often about more than just money. At Edward Jones, earning money in a portfolio is just a step towards a better life for clients and their families. Advisors first address any current financial concerns that a client may have. After this initial consultation, a more long-term plan may be formed.

Vernon pictured at a community festival sharing the great news on Planning for Your Future.

Edward Jones advisors speak to the financial future of their clients in a way that elevates them holistically. Vernon Folks says, "My purpose is to help make life better for them and their families in the future financially and prepare them for the unexpected. This is done by helping them address their current situation, what's important in the future, create a plan, and make good investment choices, which I manage to help them stay on track."

A typical day for an Edward Jones Financial Advisor is quite a busy one. For example, Vernon will review client portfolios, comparing the performance of those portfolios to the client's stated goals. He may then determine any changes that need to be made and call meetings with clients to discuss the more serious issues. Advisors like Vernon are also responsible for keeping up with routine maintenance schedules to inform clients of the health of their portfolios on a consistent basis.

Vernon is a Proud Member of CHISD All Pro Dads. Go Longhorns!

Why exactly is it important to have Edward Jones as a financial partner? Financial advisors like Vernon think on their feet. However, the true strength of the company comes from its discipline. "My favorite thing about working at my company is helping people figure out things they may not know and understand financially," Vernon says, "I find that the 4 most important things in most people lives are their beliefs, their family, good health and their finances. I truly enjoy helping them to avoid financial mistakes.”

Vernon stands proudly next to son Aiden Folks receiving the CHISD Star Student award from Cedar Hill Mayor Rob Franke and City Council Members.

On working in Cedar Hill, Vernon says, "My favorite part about working in Cedar Hill is the people, good folks all working closely together and helping each other.”

 

To learn more about working in Cedar Hill, contact us at (972) 291-5132 or [email protected].