Sally Bayless - Financial – Investments

Member Profile

Member Bio

I create personalized strategies to help clients achieve their goals. This established process includes portfolio reviews, business retirement plans, retirement savings strategies, wealth strategies, and intergenerational planning.

    Contact Info
  • Phone: 404-229-4582
  • Team: Midtown
  • Introduced by
  • Joined on 11/27/2020

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Protégé: Process – Welcome aboard

When meeting with someone for the first time, I focus on learning more about them, their current situation and what they want to accomplish. Once I understand where they are and where they would like to be, I create a personalized strategy to help them achieve their goals. This process comes at no cost to my clients.

Awards & Recognition

Company Profile

Company Profile

Edward Jones, a Fortune 500 firm provides financial services in the US and, through its affiliate, in Canada. Edward Jones ranked No. 1 among investment firms for customer experience in the US Customer Experience Index, 2020.

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