Edward Jones - Financial Advisor: Brice Milliorn, CFP®|ChFC®|CLU®Brenham, Texas, US
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Investing
1110 S Blue Bell Rd Brenham , Texas, 77833
No Hours Of Operation listed
(979) 836-1730
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About Us
𝗪𝗛𝗬 𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 𝗨𝗦:
I started at Edward Jones in 2003 after graduating from Texas A&M University and in 2008, I became a limited partner with the firm.
Since then, I have hired an outstanding, motivated, detail-oriented, customer-minded branch team, Megan McCoy and Melanie Goodwin.
Our mission is to help affluent investors continue, maintain and improve their hard-earned standard of living for the rest of their lives and pass that legacy on to their family.
𝗪𝗛𝗔𝗧 𝗪𝗘 𝗗𝗢:
We focus on professional financial strategies for affluent business owners, executives, entrepreneurs, families and individuals.
Working with you and your CPA, estate planning attorney, insurance specialists and other professionals, our team can help determine the most appropriate financial strategy for you, your family and your business.
We use an established process to gain a detailed understanding of your values and goals.
Together, we can assist you with items including, but not limited to…
-Retirement savings strategies
-Receiving an inheritance
-Saving for the dream vacation home
-College savings plans for kids or grandkids
-Long-term care for later in life
-Life insurance to plan for the unexpected
-Charitable giving
-Leaving a legacy
𝗪𝗢𝗥𝗞 𝗪𝗜𝗧𝗛 𝗨𝗦 𝗧𝗢
-Develop, implement and monitor a comprehensive wealth strategy.
-Help you make sound financial decisions in today's uncertain political, economic and social environment.
-Obtain a confidential, no-obligation second opinion and investment strategy review from a seasoned financial advisor.
𝗖𝗔𝗟𝗟 𝗧𝗢 𝗔𝗖𝗧𝗜𝗢𝗡
Let’s connect and schedule a confidential, no-obligation deep dive into your finances today.
𝗖𝗢𝗠𝗠𝗨𝗡𝗜𝗧𝗬 𝗜𝗡𝗩𝗢𝗟𝗩𝗘𝗠𝗘𝗡𝗧
I am very involved in the Brenham community, serving on the boards at Rotary Club and Camp for All.
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