BOBBY JONES CSF EVENTS

Patient Events

Ask the Expert – Your Questions Answered – With Mr. Wayne Wildrick II

Date : August 25, 2022

Location: Online

Time: 7:30PM ET

Expert Speaker: Mr. Wayne Wildrick II

Topic: Charitable Gift Funds – A convenient way to make a lasting impact

Please submit your questions when you register. Mr. Wildrick will review all submitted questions and will answer as many as he can.

REGISTER HERE

Once you have registered, you will receive login instruction in your confirmation email.

Dr. Wayne Wildrick II

Dr. Wayne Wildrick II

I live in the Great Kills section of Staten Island where my wife and I are raising a family of six children. My father is a retired union man and Navy veteran who taught me the value of hard work, community involvement and doing the right thing. My mother instilled in me the importance of faith and family. These are the lessons that led me to a career as a financial advisor at Edward Jones.

My first experience with Edward Jones was early in my career when I had the pleasure of working with Edward Jones as a representative of an investment management company. I quickly realized what made Edward Jones unique was their commitment to personalized service for their clients and families. Edward Jones has allowed me to build a career that is line with what I value most – relationships. As a financial advisor, I have an opportunity to work with families and business owners to help achieve their most important goals in life and to be there to help in times of need. I feel it is a privilege to provide this service to my community.

Our clients enjoy a personalized approach and a high level of service. We want to understand what’s most important to you. Only then, can we build tailored solutions based on your unique investment profile to help you achieve your dreams.

Whether you are approaching retirement or just getting started, looking to save for a loved one’s education, looking to keep more of what you earn or planning the succession of your small business… Call us to set up a complimentary consultation. We welcome the opportunity to get to know you.