STEVEN MCCANN
As an Edward Jones financial advisor, I feel it is important for you, as my client, to be heard. Whether you are just getting started saving and investing or already living in retirement, I can help you become confident in your financial future and give that comfort you deserve.
Not only do I work with individuals and families, but I also work with small businesses to help them understand what they are trying to accomplish and help get them on the right path to get there. I want to understand and develop a strategy with my clients so they are comfortable with their investments to accomplish their goals, both short- and long-term.
My clients value my ability to simplify complex strategies into an actionable strategy. They appreciate that I am open, transparent and easy to talk with. When I am working with you and your family, you can rely on me to help you:
• Create a personalized financial strategy tailored to your family
• Identify risks you may be overlooking and help put asset protection strategies in place
• Create, monitor and, when necessary, rebalance your various investment accounts
• Navigate through market cycles to help you stay on track
• Modify your strategy as your family situation changes or as economic conditions evolve
• Provide a comprehensive financial plan if you have comprehensive planning needs
I have clients all over the country, but I grew up in Plano and graduated from Texas Tech University. I know the importance of saving and growing finances while balancing life and making memories with my family. I enjoy spending time with my wife, Melissa, and our two kids on the lake, traveling and watching the kids play sports. I coach my son's football team, and my daughter plays soccer and is a middle school cheerleader. I also serve in a leadership role at Edward Jones as a performance team level leader.
My office is conveniently located in Frisco, close to Plano and The Colony as a few examples. Give my office a call, and let's see how I and my branch office administrator, Amy Duckworth, can help you!
We look forward to talking to you soon!
At your service,
Brett McCann
As an Edward Jones financial advisor, I feel it is important for you, as my client, to be heard. Whether you are just getting started saving and investing or already living in retirement, I can help you become confident in your financial future and give that comfort you deserve.
Not only do I work with individuals and families, but I also work with small businesses to help them understand what they are trying to accomplish and help get them on the right path to get there. I want to understand and develop a strategy with my clients so they are comfortable with their investments to accomplish their goals, both short- and long-term.
My clients value my ability to simplify complex strategies into an actionable strategy. They appreciate that I am open, transparent and easy to talk with. When I am working with you and your family, you can rely on me to help you:
• Create a personalized financial strategy tailored to your family
• Identify risks you may be overlooking and help put asset protection strategies in place
• Create, monitor and, when necessary, rebalance your various investment accounts
• Navigate through market cycles to help you stay on track
• Modify your strategy as your family situation changes or as economic conditions evolve
• Provide a comprehensive financial plan if you have comprehensive planning needs
I have clients all over the country, but I grew up in Plano and graduated from Texas Tech University. I know the importance of saving and growing finances while balancing life and making memories with my family. I enjoy spending time with my wife, Melissa, and our two kids on the lake, traveling and watching the kids play sports. I coach my son's football team, and my daughter plays soccer and is a middle school cheerleader. I also serve in a leadership role at Edward Jones as a performance team level leader.
My office is conveniently located in Frisco, close to Plano and The Colony as a few examples. Give my office a call, and let's see how I and my branch office administrator, Amy Duckworth, can help you!
We look forward to talking to you soon!
At your service,
Brett McCann
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- Website:
https://www.edwardjones.com/us-en/financial-advisor/steven-mccann - Phone: 9723353087
- City: Frisco
- State: Texas
- Postal Code: 75034
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Edward Jones
