• Edward Jones Investments (Conley)

    Categories

    Financial Planning/Security Plans

    About Us

    I partner with individuals and families to help them achieve their long-term financial goals. I have built my business on the idea that individual goals and preferences lead to tailored solutions. Because I spend time engaging with my clients about money and listening to their dreams and concerns, my clients make decisions with confidence.

    I joined Edward Jones after a long career in investment banking. I apply this wealth of knowledge to addressing the needs of individuals and families. Although I have the resources of a large firm, the hallmark of my practice is to provide a personal touch and individualized service.

    Having moved to London from Chicago 11 years ago, one of my areas of expertise is helping US persons to invest wisely.

    Whether you are planning for retirement, saving for education 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. I use an established process to create personalized strategies by partnering with you throughout your lifetime, and discovering what is truly important to you and your family.

    I live in London with my husband, a professor at Western, and my three teen-aged daughters. I am on the Board of the London Health Sciences Center. I enjoy playing soccer and pickleball.

    Highlights

    • Retirement
    • Education Funding
    • Financial Goals
    • Divorce Finances
    • Insurance

    Rep/Contact Info

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    Lisa Conley
    Financial Advisor