Erin Conrad, CFP^®

2001 W Ferguson Rd, Ste 1006
Mount Pleasant, TX 75455-2962

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Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$250,000

My Links

Website

General

Erin Conrad is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Mount Pleasant, TX and the surrounding communities.

Financial Advisor Overview

As a financial advisor, I value personal relationships based on a deep understanding of your unique financial needs. It is important to me to invest my time to understand what you’re working toward before you invest your money. Life happens and goals change, but our partnership with you remains consistent, caring and vigilant to allow us to adjust and maneuver with the purpose of your money in mind. Please let us demonstrate how we can serve you and your family.

Financial Advisor Experience

I am dedicated to serving my community and helping multiple generation families, small business owners, those with complex needs and anyone close to or considering retirement. I received my MBA and Master of Science in finance from Indiana University and hold bachelor’s degrees in both finance and accounting from the University of Texas at Tyler. I came to Edward Jones from a corporate finance and accounting background.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: Texas

Broker-Dealer Disclaimer

Member SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Irregular Income, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Women's Finances