Edward Jones - Financial Advisor: Anita Bowman-McCormick
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I've a hard time believing the authenticity of the 1 star review. I found Anita to be exhaustively thorough in understanding my financial situation. She seems to genuinely care about getting me the best return on my investments. She made many of the complexities of money management understandable to me, gave well researched logical reasoning for the investment options she tailored specifically for me. Really treated me like a million dollar client (even though I'm not). Wouldn't hesitate to recommend her to anyone.
06/01/2012Provided by Citysearch -
I've visited this establishment after moving into the neighborhood and wanted to plant ""New Money"" somewhere safe. This was a very BAD experience for me because I didn't have anyione to help me and the money was just sitting at home under a rug in the form of a cashier check. However, my oldest son was leaving for college in about a year and the other two years, and I was not working and my husband made a low salary. These are factors that a good F/A would take into consideration. However, this F/A advised me to bring 50K, then I could save on fees by bringing in another 60k, which I did, only to find out she is the one that made money on those deposits, When I wrote a complaint and went to visit, she became defensive and would not let me speak. Before I went in a guy from a law firm search her background and found that she had only been an advisor for two years (at that time) and work at home depot prior to that. I deposited 115k, but when I withdrew only got back 74K. I took that to ""Chuck"" where they ask me many questions and decided I needed to just leave the money safe until my health was better and I could return to work. Im not sure if they made any money from that but I didn't loose any money and several years latter I found out that was the best advice a F/A could give me and next time go with a fiancial planner instead of advisor because they are well trained after their education.