Dedicated To Personal Service and Individual Attention
The first thing you notice when you walk into the Edward Jones office of Financial Advisor Jeremy Geels is the welcoming atmosphere. Jeremy and Senior Branch Office Administrator Sharon Smith have made their office a warm and homey environment. Sharon greets each client with a smile as she offers refreshments and genuine interest in the client and his or her family.
This dedication to personal service continues as Jeremy gets to know the client and their individual situation and finds out what is important to them. He works closely with his clients to define their goals, then uses established processes to build personalized strategies to help them reach those goals. He looks forward to partnering with the client throughout their life to make sure that they keep on track to reach their goals. Relationships are key to the success of this branch team.
Jeremy offers assistance in many areas including retirement planning, education planning, insurance, and estate considerations. He has to ability to meet with clients in the office, over the telephone or via WebEx and works with clients in several states. He also partners with the clients’ legal and accounting professionals to make sure the team works together for the benefit of the client.
Carrie and Jeremy are parents to four children. His family has always been committed to community service and he lives this philosophy in several ways. He is currently the president of the Baymonte Christian School Parent Teacher Fellowship, has been an Ambassador for the Capitola Chamber of Commerce, and is active in his church. He and his family enjoy hiking, gardening, and outdoor sports, especially at the beach.
Sharon has been with Edward Jones for 17 years. She has been a mentor for many Edward Jones associates and was invited to attend a Senior Branch Office Administrator workshop in St. Louis. She created and has edited a regional newsletter for 9 years. In her spare times, she enjoys gardening, baking, and stitchery.
Professionally, Jeremy and Sharon have participated in the Second Harvest Food Bank holiday food drive and for the past two years have headed a team for the Santa Cruz County Walk to End Alzheimer’s. Their office has been recognized numerous times for excellent client service.
Jeremy and Sharon look forward to meeting you and helping with your financial needs. You may contact them at 831-462-8242, 2121 41st Avenue, Suite 209, Capitola to find out more about the services that Edward Jones offers.