As a native of Lakewood Ranch, Joey Scheerle loves watching the community grow and helping his neighbors thrive. He serves the community through his involvement with the Lakewood Ranch Rotary Club, as a member of the Board of Trustees for the Sarasota Players, and in his role as a financial advisor at Edward Jones.
“I very much enjoy the live, work, play mentality of Lakewood Ranch and the broader community,” shared Joey. “We live where people vacation and it's a pretty amazing place to enjoy a lifestyle. I also really enjoy helping people protect that lifestyle so that they can enjoy it this year, next year, and for years to come.”
As a financial advisor, Joey provides comprehensive financial planning services including estate and retirement planning, identifying tax efficiencies with each client’s accounting team, and risk management. For some people, these concepts are daunting, which is one of the reasons why Joey finds it fulfilling to use his knowledge and experience to help clients navigate a system that can be frustrating to those unfamiliar with it.
“The world is getting more complex and the speed at which information is relayed for what companies are going to do to grow is getting more and more complex as well. Tax laws are doing the same, and I have found that clients don't want to have to go back to school or worry about being an expert of 15 separate things,” he explained. “They genuinely just want to be a mom or dad, the grandparents who spoil their grandkids, a good neighbor, or even able to enjoy the fun of boating. So, I love seeing people accomplish what they've had some anxiety about doing and doing it in a tax efficient and risk-averse way.”
To develop the best strategies for clients, Joey intentionally gets to know them and their priorities, something encouraged through the Edward Jones model. He also works in collaboration with clients’ accountants, attorneys, and business consultants to develop a comprehensive plan that incorporates all aspects of life and business.
“This is far beyond the conversation of stocks, bonds, and mutual funds, but getting to understand what you were put on earth to do in your lifetime. Whether it’s family security or asset security, if it's important for you, that is what is involved in a financial plan,” said Joey. “I can be that person in your entourage to navigate all those pieces into a whole plan and be leveraging what you would need to do to accomplish everything that you want to in your life.”
For more information and to connect with Joey, visit www.edwardjones.com/us-en/financial-advisor/joey-scheerle, call 941-355-0932, or email joey.scheerle@edwardjones.com. Edward Jones is located at 6975 Professional Parkway East, Suite A in Lakewood Ranch.