Friday: 8:00 am to 3:00 pm
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Julia E Dyess, CFP®, AAMS® - Financial Advisor - Edward Jones
- Financial Advisors
3010 Harborview DrSuite 201Gig Harbor, WA 98335(253) 851-1711(888) 827-3953 (fax)Hours:Monday - Thursday: 8:00 am to 4:30 pm
Friday: 8:00 am to 3:00 pm-
About
Developing a financial strategy requires a partnered approach to truly understand your life goals. As your Edward Jones branch team, we are invested in understanding what is most important to you before you invest your money. We couple your goals with tailored investments to develop your personalized long-term financial strategy. My team and I are committed to providing a premier financial planning experience.
Edward Jones has been a part of my family for over 20 years, and I joined the firm at a crossroads in my career. After earning my bachelor's degree from Eastern Washington University, I began my career in healthcare and business. During that time, I came to value the importance of trust and foresight in developing long-term solutions to complex situations, especially when these solutions can have a great impact on the lives of others. I continue to use the principles in my financial advising practice today. I earned my AAMS® professional designation in 2020 and became a CFP® professional in 2021.
As a lifelong Washingtonian, I enjoy running trails at the local park, pickleball and weekend hiking in the Olympic National Forest with my husband, Craig, and son, Jack. I'm a member of the Gig Harbor Chamber of Commerce and enjoy active volunteer roles with the Violet E. Carlson Memorial Guild, along with my board position on Rotary Club of Bremerton. Previously, I was on the board for Soroptimist International of Port Orchard and volunteered for the SW Washington Blood Bank, St. Luke’s Rehabilitation Institute and Spokane Humane Society, and as a clinic director for the Key Free Clinic.
At Edward Jones, we focus on human-centered financial advising and partner with other professionals in your life to help efficiently execute your long-term financial goals. Beyond your personalized strategies, I host timely investment seminars for market insights and investment education. We look forward to connecting with you. -
Highlights
- Wealth Strategies
- Entreprenuers & Business Owners
- Estate & Legacy Strategies
- Divorce Finances
- Socially Conscious Investing
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Whom to Contact
- Julia E Dyess, CFP®, AAMS®Financial Advisor3010 Harborview DriveSuite 201Gig Harbor, WA 98335Phone: (253) 851-1711
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Directions
Ample parking in lot between the office entrance and Gig Harbor Audio
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Upcoming Events
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