Troy Wootton, AAMS™, CRPC™

Troy Wootton, AAMS™, CRPC™

Financial Advisor
Edward Jones
5757 Flewellen Oaks Lane Suite 703 Fulshear, TX 77441
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Specialized in

About 

Troy Wootton, AAMS™, CRPC™

My objective is simple: I will focus on understanding your unique values, personal situation and financial needs in order to deliver tailored strategies to you. Our office will help you track your goals and communicate regularly to deliver timely information. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.I began my career with Edward Jones in 2012 with an office in Sugar Land, TX. After deeply serving my clients in that community for seven years, I relocated my office closer to home. In June of 2019, we opened our brand-new office in Fulshear, TX. I hold the professional designations of AAMS® and CRPC®, which help further my ability to work through complex situations. I have served as a trainer to new financial advisors in our firm and am part of our regional leadership team serving as the culture of compliance leader.My branch office administrator, Blythe Hope, has six years of experience and is dedicated to providing you with the highest level of personalized service available in our industry.We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.Outside of work, I enjoy attending my children's baseball games, theatre plays, teaching guitar to my oldest and traveling with my wife.

Licenses

Series 7
Series 66
Accredited Asset Management Specialist (AAMS)
Chartered Retirement Planning Counselor (CRPC)

Education

About 

Edward Jones

For 100 years, Edward Jones has worked to create a better future for our clients and their families and communities, one relationship at a time.Our advice is based on a disciplined, established process that centers on our clients, who are individual investors, and the goals they're trying to achieve.Each client benefits from a personalized relationship with their financial advisor, who is supported by the resources of a Fortune 500 firm. Every aspect of the firm’s business – from the types of products and services we offer to the locations of our branch offices – is designed to cater to individual investors in the communities in which they live and work. This business model has helped fuel remarkable growth for the firm and helped clients realize the possibilities for their futures.

FIRM SEC/CRD #

250

Are you a Fiduciary?

Do you receive any commissions or fees based on financial products you provide to clients?

Methods of Compensation

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