Experience and Background
My career with Edward Jones began in 2014 because I wanted to be able to help others feel confident with their retirement goals. I was not taught about the value and importance of family wealth strategies, life insurance or retirement savings, which prompted me to teach my children and now I enjoy teaching others.
Before Edward Jones, my executive background was in insurance. I enjoy working with people who are ready to learn more about investing, begin the process of long-range planning with life insurance, long-range retirement goals and legacy and estate strategies. My passion is helping people who are ready to make an impact on their long-term strategies.
My husband and I have lived in Spotsylvania for 25 years and we are Ohio State Buckeye college football fans and enjoy cooking and entertaining. We have two sons who are serving in the military and a daughter in college.
Alayna, our branch BOA, and her husband have lived in Lake of the Woods for 16 years, and they have four children and five grandchildren. She enjoys spending time volunteering and spending time with her family and friends.
Our office serves Locust Grove and the surrounding communities and as a branch team, we enjoy being active in our communities and participating in community-based events. Our commitment is to help others by offering monthly seminars to help people become more knowledgeable about available services.
Currently, I am serving on the Orange County Chamber of Commerce board and Alayna and I are Chamber Ambassadors. We are members of the S.A.L.T Council and Toastmasters, trainers for Dementia Friend Champions and I serve with the LOW Lions Club.
Together, we welcome the opportunity to learn more about you and your financial priorities. To get a better picture of where you want to be, it starts with a conversation over coffee and getting to know more about you. Give us a call and let's visit over a cup of coffee.
Yvette E Ruiz
4207 D Germanna Highway,
Locust Grove, VA 22508