Marie Haverty

Q: What is Marie Haverty email address?

Email Marie Haverty at marie.haverty@edwardjones.com. This email is the most updated Marie Haverty's email found in 2026.

Q: How to contact Marie Haverty?

To contact Marie Haverty send an email to marie.haverty@edwardjones.com. (updated on February 16, 2025)

Financial Advisor at Edward Jones | Louisville Metropolitan Area

About Marie Haverty

Marie Haverty, as a dedicated Financial Advisor at Edward Jones, brings a comprehensive approach to helping clients achieve their financial aspirations. In her current role, Marie specializes in developing personalized financial strategies tailored to the unique needs of individuals and business owners. Her expertise spans a wide array of areas, including investment management, retirement planning, tax-efficient strategies, and estate considerations. Marie’s proficiency in financial analysis and investment planning allows her to craft customized portfolios that align with her clients’ risk tolerance and long-term objectives.

One of Marie’s key projects involves assisting small business owners in establishing and managing retirement plans such as Simple IRA and SEP IRA accounts, ensuring they maximize tax advantages while securing their employees’ futures. She also provides guidance on life insurance solutions to protect families and businesses from unforeseen circumstances. Her skills in budgeting and decision-making enable her to help clients optimize their cash flow and make informed investment choices.

Marie’s commitment to ongoing education and her strong time management skills ensure she stays current with industry trends and regulatory changes, providing her clients with relevant and compliant advice. She enjoys building lasting relationships based on trust and transparency, empowering her clients to make confident financial decisions. Whether helping a young family plan for college education or guiding a business owner through succession planning, Marie’s holistic approach and dedication make her a valuable partner in navigating the complexities of personal and business finance.

Marie Haverty Work