Edward Jones - Vidal Velez | Financial Advisor


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About Us

My focus areas are in retirement planning, tax-saving strategies, portfolio review, 401K options, retirement account consolidation, education savings, insurance and personalized financial planning.


Stocks: The Nuts and Bolts
  • Stocks: The Nuts and Bolts covers: As you consider your long-term financial goals, how do your stocks measure up?
  • Friday May 31, 2024
Focus on Fixed Income
  • Taking an interest in bonds may help provide income for your future. Owning investments that provide you with regular income can be a smart decision.
  • Friday Jun 14, 2024
The Four Pillars of the New Retirement
  • Attendees will gain knowledge about the four essential pillars (health, family, purpose and finances) that can impact quality of life in retirement.
  • Friday Jun 28, 2024
Rules of the Road
  • People are always looking for the secret to success in the market. Learn Edward Jones' 10 basic rules to investing at our Rules of the Road presentation.
  • Friday Jul 12, 2024

Rep/Contact Info

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Vidal Velez, CRPC™
Financial Advisor

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