Edward Jones – Financial Advisor: Kristie Marshall

Edward Jones - Financial Advisor: Kristie Marshall is a financial planner in North Port, Florida. The advisor serves individuals and families in the area with personalized financial guidance, specializing in wealth strategies, estate and legacy planning, and services tailored to entrepreneurs and business owners. Kristie Marshall and her team provide client-focused financial advice to help individuals achieve long-term goals. The office is located in the Bobcat Village Center and is accepting new clients. The business maintains a 5.00 rating based on customer reviews.

Kristie Marshall, a financial advisor with Edward Jones, focuses on helping clients build and preserve wealth through customized strategies. Her areas of emphasis include supporting entrepreneurs and business owners, developing comprehensive estate and legacy plans, and implementing long-term wealth strategies. She works alongside Cindy Florit, the branch office administrator, to support clients with efficient and personalized service. Kristie’s personal interests include traveling, photography, golfing, health and nutrition, and gardening, which reflect her active engagement with community and personal growth. The office is open Monday through Friday, with extended hours until 4:30 PM on weekdays and closing at 4:00 PM on Fridays.

The office is situated on Bobcat Village Center Road in North Port, Florida. It is located approximately a quarter mile from North Toledo Blade Boulevard and about 0.3 miles from Sarasota Memorial Health Care Center & ER at North Port. The office is also within a short distance of North Port Fire / Rescue Station 84, Toledo Blade Elementary School, and North Port Public Works, all of which are located within a mile and a half.

The business is recognized for having well-documented information available online and a website that search engines can read clearly and effectively. This ensures that clients and potential clients can easily access accurate details about services, office hours, and contact information.

Kristie Marshall and her team provide trusted financial guidance in North Port, supporting residents in planning for their financial futures with a focus on long-term stability and personal goals.