Edward Jones - Financial Advisor - Pete Trice

About Us

As your Edward Jones financial advisor, I prioritize understanding your financial aspirations before recommending investment strategies. My client-first approach ensures that each financial strategy is uniquely tailored to meet your goals, whether it's planning for retirement, saving for your children's education or securing your family's financial future.

My career has been built on a foundation of diverse experiences. With a background in operations management and distillation, I bring a unique perspective to financial advising. This blend of experience allows me to craft innovative solutions that address complex financial needs, all while helping to ensure that my clients are fully informed and comfortable with the decisions we make together.

At Edward Jones, I partner closely with my clients, as well as their CPAs, attorneys and other professionals, to ensure a comprehensive approach. This collaboration can be essential in developing strategies that not only align with your current needs but also adapt to future changes.

Whether you’re a business owner needing specialized financial strategies or an individual seeking guidance on any aspect of your financial journey, I am here to provide support whenever you need it. You don’t have to wait for a significant life event to start planning your financial future—we can begin today.

Outside of my professional life, I’m deeply committed to continuous learning and community involvement. I believe that staying informed and engaged helps me better serve my clients and contribute to their success.

Let’s work together to create a financial strategy that reflects your values and helps you achieve your long-term goals.