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Board of Directors Meeting

Thursday, December 11th

5:00pm

Via Zoom

A 100-year-old-firm built for now.

Specializing in helping individual investors rather than institutions.

As a privately-owned company, Edward Jones is able to focus on relationships rather than shareholder returns. The firm’s investment philosophy – investing for the long term in quality investments aligned with their clients' goals and risk tolerance – appeals to clients who value clear and straightforward guidance as they work toward long-term goals.

The branch-office business model allows financial advisors to discuss personalized strategies with each individual client, with the goal of developing long-lasting relationships to help keep them on track toward their goals.

Vahan Karsian

"Throughout high school and college, I was drawn to finance and excelled in my financial literacy courses. A professor encouraged me to pursue a career as a financial advisor, recognizing my passion for helping others and my natural ability to connect with people. Although I initially chose to study plant science and botany, with a goal of educating others about sustainable ways to grow food through hydroponics, life took an unexpected turn when COVID-19 disrupted my studies.

During that time, I turned my focus back to finance — studying markets, investing and learning how money truly works. I began trading and helping friends and family build financial strategies to manage debt, grow their wealth and prepare for the future. The satisfaction of helping others achieve financial confidence reignited my passion for this field.

After gaining valuable experience with New York Life and earning my professional licenses, I joined Edward Jones to continue my mission: to help individuals, families and business owners build, protect and grow their wealth".

Focus Areas

"What inspires me most about this work is knowing I can make a meaningful difference in people’s lives by helping them gain confidence in their financial future. My approach is centered around building long-term relationships, understanding what matters most to my clients, and creating strategies that reflect their goals and values".

Let’s start a conversation and create a strategy

that grows with you through every stage of life.