My Profile | Network In Action
  • Basic Information

  • Company
    Edward Jones Investments
  • Phone
  • Mobile phone
  • Email
  • What is your "why"? Why do you do what you do?
    Serve others to help them reach their financial goals
  • About me
    VISION: We offer world class strategic planning services that help our clients give generously, retire with dignity, eliminate debt, save for college, assess risk, and efficiently transfer wealth to the next generation in support of your goals.
    Value Proposition:
    We understand what's important to you.
    We use an established process to help you build personalized strategies to achieve your goals.
    We partner together over time to keep you on track.
  • Profession
    Financial Services
  • Title
    Financial Advisor
  • Hobbies and interest
    Travel, books, leadership, soccer, wellness, philanthropy
  • Website
  • Contact Information

  • City / Town
    Colorado Springs
  • Describe your perfect referral
    One needing advice, direction and support to reach their financial, protection and estate goals
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Leadership, levity and advice re finances
  • Facebook Business Page URL
  • LinkedIn Profile
    Jerry Paulison
  • Education

  • College / University
    BS Business Administration ORU and MBA Revans University
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Do you need assistance with your financial goals?
    When is the last time you heard from your financial advisor?
    Do you or someone you care about need guidance with their finances?
  • Describe How You Would Like To Be Introduced Via Email
    Connecting me to your referral and provide their contact information and share mine.