Financial Advisor

Edward Jones
6450 Tacoma Mall Blvd
Tacoma, WA 98409
United States

Service is very important in my family. The men on my mother's side of the family have served in the U.S. military since 1796, while on my father's side it predates the Civil War. I served in the Air Force for almost nine years before deciding to go to the private sector and help people out in a different way.

I have bachelor's and master's degrees in management and an MBA in financial analysis and accounting. I knew I wanted to help people and I believed this was the best manner in which to do so. During this journey I was blessed with a son who re-ignited my love of baseball and we have since gone to many games.

I try to be involved with the local community and have reached out to many charity organizations, business associations and even the local government to see how I can better serve our thriving area. I look for clients who also want to help leave the world a better place and who value their families as much as I do. This is where I find my inspiration - our best hope for the future is through how we help each other reach one another's goals and dreams.

I want to know what is important to you so I can help you reach your desires. We can accomplish this by getting to know each other and making an active commitment to partner for the long term. We then use an established, and proven, process to keep you on track to meeting your goals.

How can I best serve you and help you reach what you want to do in life? Whether it is go on trips around the world, sending your kid(s) to school, starting a business, helping your employees, or giving to our community, what is most important to you?
William Overstreet

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