RECENTLY MOVED TO NEW MESA OFFICE
Lynda Drake, and Edwads Jones financial advisor, is moving to the Groves!
Along with her office administrator, Teryn Hergatt, the branch is moving into the Soho Building at the southeast corner of Val Vista Drive and McKellips Road. While their location is new, their business is not — Linda has been running an established branch in East Mesa for the past six years. The team is excited for the opportunities provided by moving and opening a location on this side of town.
Linda holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ certifications, and most recently attained the Chartered Financial Consultant® designation.
Inspired by the work ethic and values of her father, Linda is continuously working to further develop her analytical skills to best serve her clients. “One of the reasons I enjoy working for Edward Jones is the opportunity for me to make a positive impact more directly in people’s lives,” Linda says. With clients, her passion is to work alongside them as they move through their life stages, being on hand to educate and inform. She enjoys spending time really getting to know her clients and understanding their long-term financial goals.
Teryn joined Linda at her branch in September of 2023, and uses her past administrative and client services experience to help ensure each client’s needs are met. The purpose of Linda’s branch is to work closely with her clients and provide relevant guidance for tax-sensitive investment strategies, retirement savings, insurance planning, and estate considerations. As the duo build this relationship with their clients, Linda and Teryn will remain steadfast in their integrity, quality, and efficiency. They wish to become a business engrained in the community to support clients and their families for years to come.
Outside of the office, Linda enjoys painting and spending time with her husband, two sons, and two dogs (including a new Goldendoodle puppy). Teryn enjoys hiking or off-roading in the desert with her husband, walking her two dogs, and crafting.
Together, Linda and Teryn are dedicated to helping investors of all ages and financial aspirations with honesty, consideration, and respect. They both look forward to serving the local community. Stay tuned for their grand opening celebration, but in the meantime, please feel free to stop by – they would love to meet you!
Member SIPC. The content of this article was sponsored by the local Edward Jones office of Linda Drake.