Edward Jones Financial Services - Donna Wagner
1071 Port Malabar NE Suite 107
Palm Bay, FL 32905
Hours of OperationMonday-Friday: 8:00 am - 5:00 pm
Saturday: By Appointment Only
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant, and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
I am a West Melbourne, FL resident and am married with two wonderful teenagers - a daughter in college for music education who plays the upright bass at a Christian college in Pennsylvania and a son who is finishing up his senior year in high school where he is on the varsity wrestling team and will be enlisting into the Coast Guard.
When not working, we enjoy bowling, the beach, watching movies (especially superhero movies), fishing, and spending time with our family and friends. We donate our time and resources to various animal rescue groups, are involved in the Special Olympics of Brevard, and participate in our local church.
I look forward to learning more about you and your family and building a long-lasting, meaningful relationship.