FOUNDER, PRESIDENT & CEO OF JARVIS FINANCIAL INC.
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Edie has been in the financial services industry for over 20 years. Edie started her career in 1996 with a captive agency before realizing how limiting that was to both her and her clients. After gaining more industry knowledge and experience both in the field and in the classroom Edie was then fortunate enough to have the ability to open her own firm. By doing so she was then able to offer EVERY investment option available to her clients, not just a select few. It also gave Edie the piece of mind of knowing she was doing what was best for the client, not the company.
Jarvis Financial Inc. was founded in 2004 on the premise that education and knowledge is the key to helping her clients find the right path to their future.
Edie’s educational background being in finance and education not only helped her to achieve that goal but afforded her the opportunity to offer that to her clients, prospects, family, and friends. She focuses on Retirement and Income Planning, Wealth Management, Estate Planning along with College Funding and LTCi to name a few.
Edie has also achieved her designation in Estate Planning and as an Annuity Specialist. She will also soon be awarded the designation for RIA after completion of her series 65 license. She currently is also a Senior Financial Advisor, One of America’s Premiere Experts in Annuities, Retirement Income Specialist, LTCi Specialist and has been recently on Success Today that aired on ABC, CBS, NBC, & FOX and its affiliates around the country.
Edie is also a member of The Million Dollar Round Table, The National Association Of Insurance & Financial Advisors, Member Of America’s Premier Experts and National Directory Of Insurance among many more.
Edie has been awarded
Her biggest accomplishment and joy is spending her spare time with her child! Edie and her family reside in Ormond Beach, Florida.