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Lunch and Learn

Lunch and Learn

Wednesday, April 21, 2021 (12:00 PM - 1:00 PM) (EDT)

Description

Join us April 21st at 12:00PM (Noon) as Saundra Newton, Financial Advisor with Edward Jones Investments will be discussing the simple ways you may invest money on small budgets.

Serving others has always been a priority for me. From the time I had to help my family when my dad was diagnosed with cancer to my 15 years in the non-profit arena, helping others overcome obstacles to achieve a brighter tomorrow gives me a great sense of pride in the work I do. Working as an Edward Jones financial advisor, I am able to continue to serve others in a new and exciting capacity.

I began my career with Edward Jones in 2012 as a branch office administrator. I was blessed to partner with a financial advisor in 2019 to help serve clients and build my own practice focusing on the Gateway area. My branch partner, Tracy Williams, and I work together to keep our clients updated on their accounts and any actions needed.

I really enjoy helping others set and prioritize goals to gain a sense of control over their future. Working together, we will develop a strategy with simple processes to work toward and help make your financial goals become a reality.

I attended Morehead State University and graduated with a BBA in 1987 and MBA in 1988. It was during this time that I discovered my love for the Cave Run area and met my husband, Rich.

Originally from Breathitt county, I have a great deal of pride in all that eastern Kentucky has to offer. Rich and I are blessed with three daughters- Emma, Madison and Holly; and four grandchildren- Natalie, Isaiah, Reagan and Lincoln. My family continues to be my primary motivation, biggest fans and brightest joy.

I'm an active member of the community, serving on the boards of the Morehead Optimist, Rowan County Community Fund and Cave Run Storytelling Festival. In addition, I am a member of Chapter AA PEO, Rowan County Chamber, Bath County Chamber and United Methodist Church. In my free time, I enjoy Cave Run Lake, hiking, reading, and time with family and friends.

If you don't have a financial strategy or wish to review your current one, I welcome the opportunity to meet with you. Call today to schedule a time to chat!

Pricing

Free Event

Virtual
Event Contact
Jason Slone
Wednesday, April 21, 2021 (12:00 PM - 1:00 PM) (EDT)
Registered Guests
1
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