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DARBOY — Financial Advisor Karley Wardlow of Edward Jones in Darboy has received the certified financial planner certification, granted by the Certified Financial Planner Board of Standards.
Wardlow’s office is located in Darboy at W5669 County Road KK Suite H, phone (920) 722-5408.
Becoming a CFP professional expands a financial advisor’s knowledge base in the following areas, according to a news release:
- Financial management
- Tax-sensitive investment strategies
- Retirement savings
- Insurance planning
- Education planning
- Estate considerations
In addition to the education and examination components of certification, Wardlow also has committed to abiding by the CFP Board’s Code of Ethics and Standards of Conduct.
Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada.
The firm’s more than 19,000 financial advisors serve more than 8 million clients with a total of $1.8 trillion in client assets under care at the end of September 2023. Edward Jones’ purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm’s approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers.edwardjones.com. Member SIPC.
