Synergy Business Connections | Team Members

Edward Jones

Edward Jones

Nicole Winner, CFP, ChFC - Financial Advisor

Welcome! I help families, executives and business owners work through complex financial matters that often cause unnecessary stress and worry. If you are looking for an experienced financial advisor to help you create and implement a strategy in line with your goals and individual circumstances, send me a message or give my office a call.

I care about you. I care about understanding your situation, your needs, your values and your goals and I want to help you achieve those goals using the wide range of tools and resources available at Edward Jones. I would like to help to provide the answers to your questions, to help you make informed, financially sound decisions. At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. Please contact me to discuss your situation and options. 

Phone: 805-496-6891
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  • 22 January 2021
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Synergy Business Connections helps businesses grow through relationship marketing and we follow the exclusive category format with one member per Conejo Chamber of Commerce business sub-category. Your business sub-category appears on your Conejo Chamber profile page, right under your business name, to see if your category is eligible. We welcome you to join us at a meeting as our guest to experience the Synergy network for yourself.

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What makes the Greater Conejo Valley Chamber of Commerce a good chamber to be part of?

The staff have been very helpful and have made us feel welcome.  We enjoy all their programs and support.

Shantha Mony - Dream-Ality Travels

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