Taylor M. Schenone, CFP^®

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. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do. I attended Benedictine University and graduated cum laude in 2008 with a bachelor's degree in business management. My family and I are originally from the Chicago area. We moved to Ft. Myers, FL, in 2013, at which time I began my career with Edward Jones as a financial advisor. I became a limited partner with Edward Jones in 2023 and received the CFP® certification a year later. I have been active in business and civic affairs in Ft. Myers, as well as in the Chicago area, for many years. I am currently serving in the Men's Ministry at Riverside Church, a place we have attended since our arrival in Fort Myers. My branch office administrator, Lori Martin, has been with me since 2014 and is dedicated to providing you with the highest level of service possible. Please do not hesitate to call on her with any questions concerning your account. At Edward Jones, we are focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions, so you can make informed, financially sound decisions. Please contact me to discuss your situation and options. It would be a pleasure to serve you and your family. Connect with me on LinkedIn and follow me on Facebook.

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Attending College, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Government & Military, Getting Married, Irregular Income, Mutual Funds, Job Loss, Insurance, Startup, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances