About Jarvis Financial Inc.
At Jarvis Financial we strive to educate our clients to enable them to make informed financial and retirement planning choices. We believe that sharing our financial industry expertise while gaining an understanding of client needs will lead to optimal investment decisions and better outcomes for all.
Jarvis Financial Inc. | Financial Advisors in Daytona Beach, FL
All Jarvis Financial advisors are licensed and registered with the Florida Department of Financial Services. We have over 25 years experience and we are dedicated to what we do.
As independent financial advisors, we have the advantage of offering you products and services from an extensive range of highly rated financial institutions. We are not limited to one company’s products and services, and we are not influenced by sales managers telling us what to sell. Our interests are completely aligned with our clients’ goals. We advise under a fiduciary standard, which means we are obligated to advise what is in your best interest.
Our process involves discovering your unique values, goals, and interests, then identifying optimal solutions for your financial plan. Once initiated, we monitor your progress and commit ourselves to providing you with outstanding ongoing service.
Together we can explore the options available to you in the pursuit of your financial goals. We think you will appreciate the trust and confidence that comes from working with a leading independent advisor.
All About Edie
I began my financial services career in 1996 with a captive agency. I quickly learned how limiting that environment could be both for me and for my clients. After gaining more industry knowledge and experience in the field and in the classroom, I started my own firm, Jarvis Insurance, in 1998.
Jarvis Financial Inc. was founded in 2004, My experience in finance and education has allowed me to offer clients the expertise to find the right path to their future. My focus is on Retirement and Income Planning, Wealth Management, Estate Planning, College Funding, and Long Term Care Insurance (LTCI).
Memberships & Accreditation
I have achieved Top of the Table status at the Million Dollar Round Table—a global, independent association of the world’s leading life insurance and financial services professionals from more than 500 companies in 70 nations and territories.
- Million Dollar Round Table
- The National Association Of Insurance and Financial Advisors
- National Directory of Insurance
- Industry Awards
- Sales Excellence Award
- Award For Outstanding Achievement
My biggest accomplishment and joy is spending my spare time with my child here in Ormond Beach, Florida.