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TYPE OF BUSINESS: Investments HOURS OF OPERATION: Mon. - Thurs. 8:30am - 5pm Fri. 8:30am - 4pm LOCATION: 113A N. Salem St. Apex, NC CONTACT: 919.362.5449 website: Click Here email: bonnie.fischer@edwardjones.com

MAKING SENSE OF INVESTING

Bonnie Fischer, Financial Advisor - AAMS

I simplify complex financial issues for my clients through education, thoughtful investment management, and regular communication. I consider each client to be my employer and my commitment is to provide trusted advice and exceptional service to all my clients and their families.

WEALTH MANAGEMENT APPROACH
Utilizing the extensive resources and financial tools available through Edward Jones, I work with you to develop personalized strategies and solutions designed to help you accumulate, protect and transfer your wealth. Our long-term relationship grows through:

Defining Objectives – I begin by asking questions to better understand you and your financial objectives.

Developing a Plan – After I analyze and evaluate your financial and personal information, I formulate sound strategies that match your objectives.

Implementing Solutions – Using these strategies and drawing from a wide selection of excellent financial products and services, I develop customized solutions that are tailored to your goals and objectives.

Providing Ongoing Service – I regularly review your situation, update you on your progress, and make certain that your financial objectives are being met.

QUALIFICATIONS
For more than 15 years, I have helped clients achieve their financial goals. My credentials include

• University of South Florida – Bachelors Degree
• College for Financial Planning – Accredited Asset Management Specialist Certification
• Financial Education – Ongoing coursework to increase my knowledge and stay current with changes in the
  investment world

PERSONAL AND COMMUNITY INVOLVEMENT
I am an Apex resident and thoroughly enjoy the small town atmosphere our community offers.
I participate in its preservation and I am currently involved in the following organizations

• Apex Chamber of Commerce
       Chair, 2007
       Board of Directors, 2005 & 2006
  
• Apex Downtown Business Association
       President, 2005 & 2006
       Member since 2004
• Apex Rotary Club
        Member, 2007
• Golder’s Green HOA
       President, 2005 & 2006
       Board of Directors, 2004
  

COMPANY BACKGROUND
Edward Jones, the only major financial-services firm exclusively advising individual investors, traces its roots to 1871, and currently serves nearly 7 million clients. The employee-owned firm offers its clients a variety of investments, including certificates of deposit, taxable and non-taxable bonds, annuities, mutual funds, and stocks. The firm offers many other financial services, including life insurance, disability insurance, long-term care insurance and banking services. Edward Jones, the largest firm in the nation in terms of branch offices, currently has nearly 10,000 locations in the United States and through its affiliates in Canada and the United Kingdom.

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