Andrew Hunter of Edward Jones

At 21 North Washington Street in Oxford, the Edward Jones branch team works closely with clients to help them understand their financial lives, not just their investments. Guided by a relationship first approach, the team focuses on listening, understanding priorities, and building strategies designed to support both near and long-term goals.

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“At Edward Jones, we work with you to understand your financial priorities and why you’re investing,” says Valerie Szumlinski, Senior Branch Office Administrator. “You’ll experience the convenience of working with a dedicated branch team using an established process to create personalized financial strategies, and we continue to partner together to help keep that strategy on track.”

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Clients who work with the Oxford branch benefit from a comprehensive range of financial solutions that go well beyond traditional investing. The team offers guidance on traditional IRAs, business retirement planning such as 401(k)s and SEP IRAs, and long-term wealth strategies for the future. Investment options include stocks, bonds, and mutual funds, as well as additional services like life insurance, fixed annuities, and personal checking accounts with direct deposit for easy investing.

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What distinguishes this Edward Jones location is its ability to work through more complex financial situations. “At our branch, we specialize in complex financial scenarios,” Szumlinski explains. “We help clients create a clear plan through investing that’s designed to meet their individual goals.”

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This level of experience allows the team to support clients with layered needs, helping them bring structure and clarity to decisions that can otherwise feel overwhelming. The emphasis remains on thoughtful planning, transparency, and ongoing communication.

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Community involvement is an important part of the branch’s identity. The team is involved in Rotary and maintains a strong connection to local service organizations. Szumlinski also brings a long history of personal volunteerism, including lifetime involvement with Scouts, reflecting a deep commitment to giving back.

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Andrew has been a part of the Oxford Chamber for 28 years. Building stronger relationships within the Oxford business community is a priority.

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For individuals and families seeking personalized guidance, steady partnership, and experience navigating complex financial needs, the Edward Jones branch in Oxford offers a thoughtful and relationship driven approach.

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For more information, visit: https://www.edwardjones.com/andrew-hunter