Edward Jones
About
Our branch team uses an established process to identify where you are now, where you want to be, and help create personalized strategies to help you reach your goals. Our clients share milestones, celebrations and many of their most intimate life events with us and we're honored to serve them through each life stage. Our branch team also works closely with your CPA, attorney and other professionals to address five key areas: smart financial decisions, mitigating taxes, caring for heirs, insuring assets and charitable gifting.
I was introduced to Edward Jones after receiving an inheritance from my mother's untimely passing. I was grief stricken and unsure of what to do. Thankfully, her funds were invested with the local Edward Jones office. The financial advisor and his branch team took the time to truly understand what was important to me and my family. They helped me establish goals and provided education so that I felt comfortable with investing. Without this guidance, I would have put the money in the bank and “saved it for a rainy day”. Many rainy days have come and gone, but thanks to the partnership Edward Jones provided me, I've been able to achieve true financial independence.
During the most difficult time in my life, I was given the greatest gift: I was presented a career where I found purpose in serving others. As a financial advisor, I am grateful for the opportunity to partner with and educate my clients, helping them reach financial independence just as I did. There is no greater feeling than coming to the office each day loving what I do.
Our branch team uses an established process to identify where you are now, where you want to be, and help create personalized strategies to help you reach your goals. Our clients share milestones, celebrations and many of their most intimate life events with us and we're honored to serve them through each life stage. Our branch team also works closely with your CPA, attorney and other professionals to address five key areas: smart financial decisions, mitigating taxes, caring for heirs, insuring assets and charitable gifting.
Grateful to have a business in my hometown, my husband, Enos, and I are raising two sons, Dominic and Anthony, and our daughter, Marissa, is in her last year of college. When I'm not in the office, you can find me on the baseball field. My family is involved in our local Pony Baseball League as well as the Cypress Gators travel ball league! I am grateful to serve a community where I was born and raised.
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Frequently asked questions
What is your typical process for working with a new customer?
Our branch team uses an established process to identify where you are now, where you want to be, and help create personalized strategies to help you reach your goals. Our clients share milestones, celebrations and many of their most intimate life events with us and we're honored to serve them through each life stage. Our branch team also works closely with your CPA, attorney and other professionals to address five key areas: smart financial decisions, mitigating taxes, caring for heirs, insuring assets and charitable gifting.
www.edwardjones.com/milda-iliscupidez
What education and/or training do you have that relates to your work?
Series 7 License
Series 66 License
Life and Health Insurance License
Do you have a standard pricing system for your services? If so, please share the details here.
No standard pricing, there are many services we offer and pricing is variable.
How did you get started in this business?
I was introduced to Edward Jones after receiving an inheritance from my mother's untimely passing. I was grief stricken and unsure of what to do. Thankfully, her funds were invested with the local Edward Jones office. The financial advisor and his branch team took the time to truly understand what was important to me and my family. They helped me establish goals and provided education so that I felt comfortable with investing. Without this guidance, I would have put the money in the bank and “saved it for a rainy day”. Many rainy days have come and gone, but thanks to the partnership Edward Jones provided me, I've been able to achieve true financial independence.
During the most difficult time in my life, I was given the greatest gift: I was presented a career where I found purpose in serving others. As a financial advisor, I am grateful for the opportunity to partner with and educate my clients, helping them reach financial independence just as I did. There is no greater feeling than coming to the office each day loving what I do.
What advice would you give a customer looking to hire a pro in your area of expertise?
I always recommend talking with the professional so they can get to know you and understand what is truly important to you. Money is a very personal subject and you should work with someone that you like and trust.
What questions should customers think through before talking to pros about their needs?
What‘s important to you? What are your financial goals? What’s your time horizon? Where are you today? Where do you want to be? How do you feel about investing?