Jana Martinez

As a financial advisor with Edward Jones, I help you navigate life’s transitions with clarity and confidence.

Whether you’re: • Balancing a career while caring for family • Planning for a child or dependent with special needs • Preparing to sell or transition a business • Building wealth as a first-generation professional or on a work visa • Managing a major change like divorce, inheritance or relocation I’ll help you turn complexity into a clear, values-based strategy. I focus on estate strategies, charitable giving, wealth transfer and tax-smart investing. I also collaborate closely with CPAs and estate attorneys to make sure every part of your financial life works together — seamlessly and efficiently. Based in McKinney, Texas, I work with households locally and across the country. As a wife, mother and first-generation wealth builder, I understand how personal financial decisions can feel. I bring both heart and strategy to every plan we build together.