Edward Jones - Financial Advisor: Julia Coffey, CFP®|CEPA®

Julia Coffey is a CFP® and Certified Exit Planning Advisor® at Edward Jones in Austin, providing comprehensive financial advisory services including retirement planning, college savings strategies, charitable giving, business retirement plans, and estate & legacy planning. With professional certifications and a client-focused approach, Julia helps individuals and business owners develop personalized financial strategies tailored to their specific goals and life events.