Mallory Giesen

I’ve been a financial advisor with Edward Jones since 2014, working with clients in over 25 states to set personalized goals and a strategy to reach them.

I am a CERTIFIED FINANCIAL PLANNER® professional and I take pride in listening to what's important to you so that I can build a customized strategy that will help you achieve your goals. For many, this includes collaborating with your CPA and estate planning attorney to ensure this encompasses tax strategies and wealth transfer strategies in addition to investment planning. Before joining Edward Jones, I worked for six years at a nonprofit organization that helps individuals and families with debt management, foreclosure prevention and budget counseling. That’s when I really started to appreciate that everyone deserves a listener and problem-solver who can help them develop a realistic financial strategy. Everyone needs someone to help relieve the stress and anxiety that can come with finances! Planning shouldn't just be about having enough saved by retirement; it should be about making sure you can do the things you're passionate about. For me, that means spending time with my husband, Spencer, our daughter, Adelyn, and our dog, Aria. It means travelling to new places and exploring other cultures. It means working on crafts like knitting, painting and scrapbooking when I need to relax. Let's work together to determine what you're passionate about and how to develop a strategy to help ensure you can achieve what is most important to you.