Paige Fowler | Edward Jones Investments
Year founded:
2013
Tell us a little about your business:
In 2005, I began my career in financial services. My interest in psychology allowed me to work with investors and business owners to understand their financial goals. I came to Edward Jones in 2013 because I understood their commitment to Financial Planning for our clients.
I believe it's important to invest my time in understanding what is important to you. We use an established, 5 Step Process to build personalized strategies to help clients reach their goals. I am very proud to serve a diverse group of clients. I help develop a long-term, goals-based strategy, whether their goals involve creating, spending, giving, protecting or transferring wealth. I particularly enjoy working with families and business owners that seek to create multi-generational wealth. I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the most appropriate solution and help them stay on track with their personal goals.
In 2022, I earned the CERTIFIED FINANCIAL PLANNER® certification. The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services.
I became a limited partner with Edward Jones in 2022.
In 2024, I earned the Certified Exit Planning Advisor® designation to help business owners plan for a successful transition of their business.
Our team focuses on delivering an ideal client experience by consistently assessing the client's situation and informing the client of important developments. I understand that my clients are often busy and I strive to simplify this critical part of life.
I have a passion for helping others. I not only help clients achieve their goals, but have also held numerous leadership and coaching roles within Edward Jones and my local community.
What's a recent success story or milestone you're proud of?
With over 20 years of experience in financial services, I am proud of the strong, client-focused team we’ve built. I am also proud of the Health Is Wealth series I created to help clients navigate aging.
What do you love most about being part of this Chamber?
Being a part of the chamber has provided valuable opportunities to connect with individuals who are making a meaningful impact across Kansas City and beyond. I continue to learn and grow from being in the room with other driven business owners. It’s also been a privilege to serve on the board in previous years.
What would you like our Chamber members to know about your business which isn’t necessarily obvious?
Our firm has been recognized as the HRC Best Places to Work as a leader in LGBTQ+ Workplace Inclusion.
Contact Paige Fowler | Edward Jones Investments