Work History
Edward Jones
Edward JonesSeptember 2007 to Current
FINANCIAL ADVISOR
Trevor Willis
10127 121 Avenue, Unit 204, Grande Prairie, AB T8V 7V3opens in a new window
Focus Areas
- Wealth strategies
- Wealth protection strategies
- Intergenerational planning
- Business owner considerations
- Retirement savings strategies
- Estate and legacy strategies
About Trevor
I have been a Financial advisor with Edward Jones in the Grande Prairie community for fifteen years. I believe it is important to take a detailed long term approach when I am advising my clients.
I truly enjoy the opportunity I have to work with my long-term clients and helping them build their wealth and improve their financial health. My practice is focused on retirement and estate considerations, however, I am often engaged with other family planning issues such as education saving goals. I have a passion for teaching people and my role allows me to do that on a...
I truly enjoy the opportunity I have to work with my long-term clients and helping them build their wealth and improve their financial health. My practice is focused on retirement and estate considerations, however, I am often engaged with other family planning issues such as education saving goals. I have a passion for teaching people and my role allows me to do that on a...
Work History
Edward Jones
Edward JonesSeptember 2007 to Current
Personal Interests
- Spending Time with Family
- Volunteering
- Horseback Riding
- Backpacking
- Traveling
Team Members
Veronica DoughertyRegistered Branch Associate
Leslie AdrianBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 04:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Location
Grande PrairieMore to explore
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