Misty Bussey

As a financial advisor, it's crucial that I build strong, lasting relationships with my clients.

My mission is to enrich clients’ lives through personalized strategies. This includes cultivating meaningful relationships with everyone I serve and partnering with my client's other trusted advisors, including accountants and attorneys, to deliver a truly holistic service approach. Over 20 years of industry experience, my career began with Edward Jones in 2005 after working at Raymond James for over two years. I hold General Securities Representative License (Series 7), Uniform Combined State Law Examination (Series 66) registration, Life Insurance & Long-Term Care license along with the designations of Chartered Financial Consultant® or ChFC® and Accredited Asset Management™ Specialist or AAMS™. Here are a few of the reasons why my clients come see me; some have never worked with a financial advisor, while others have worked with someone for many years and need a change for different reasons. Knowledge: It is my responsibility to know more about investing and managing money than most. I will guide you to better choices than you might make on your own. Accountability: I will help keep you on track by focusing on sound financial principles. Advice: I will make suggestions and strategies to implement to help reach your financial goals including retirement, short- and long-term savings, education, estate and legacy considerations. This is based on understanding purpose, tolerance for risk and the timeframe for your different goals. Evolution: As your life circumstances change, I will help you adjust your financial strategy to fit your current situation. Action: Sometimes we don’t take the steps we should to manage our finances because we are too busy or too uncertain about what to do. I am here to help move you forward. Investments need to be tailored to you, not generically based on guidelines for someone your age or at your stage of life. Outside of work, I enjoy spending time with my husband, Taylor Bussey, a self-employed carpenter, our daughter, Bristol, and our dogs, Ivy and Rome. I would love to show you the “How?”: How I learn more about my clients? How I analyze your current situation? How can I help you manage investments to fit your needs and goals? Please call or email my office to schedule a time to meet!