Today people use trust services not only to manage the family legacy but also to help handle everyday financial needs.
Edward Jones Trust Company provides three different levels of service based on your current and future needs:
- Managing Agent – We can simply provide you with investment and administrative services for a trust, a personal account, or an Individual Retirement Account.
- Trustee or Co-trustee – We can act as trustee or work alongside an individual you designate to execute the terms of a trust.
- Successor Trustee – We can serve as trustees should a trustee resigns or become unable to make decisions about a trust.
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Edward Jones - Brett Jones
Brett Jones is located at
603 Dairy Street Monett, Missouri 65708 United States
Phone: (417)235-7465
brett.jones@edwardjones.com
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.