• REFER THIS SITE
  • YELP

LeTip

Santa Cruz Chapter

  • About
    • LeTip Santa Cruz History
    • Board & Committees
    • Frequently Asked Questions
  • Members
    • Member Directory
    • Prospective Members
  • Weekly Highlights
  • Program & Events
  • Reports
    • Monthly Tips
    • Quarterly Income
  • Contact LeTip

Edward Jones Investments


Category: Financial Advisor


Business Description

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.

I have lived in Scotts Valley for over 10 years. I have a wonderful wife, Erica, who is a middle school science teacher and a son, Elijah, who was born this past year. Erica and I love to cycle together (we have actually rode across the country – twice!) I also enjoy scuba diving, being outdoors, reading and board games.

Contact Info

Contact: Ivor Thomas
Office: (831) 438-2168
Fax: (855) 379-2998
Email: ivor.thomas@edwardjones.com
Website: www.edwardjones.com/ivor-thomas

LinkedIn

Refer Ivor Thomas

Recent Posts

  • Zoom Meeting – Jan 21, 2021
  • Zoom Meeting – Jan 14, 2021
  • Zoom Meeting – Dec 17, 2020
  • Zoom Meeting – Dec 10, 2020

Definition of a Tip

A qualified business tip is a company or person who is interested in a specific service or product and is expecting a call from a LeTip member.

Three Types of Tips

Inside Tip is completed upon payment of an invoice or money/goods change hands.

Outside Tip allows a member to make a call to an individual who is not a LeTip member.

Inter-Chapter Tip is a lead or business conducted between members of two separate LeTip chapters.

LeTip Santa Cruz Chapter

Thursday Meetings @ 7:00 am
Location: Erik’s DeliCafé
1664 Soquel Dr, Santa Cruz CA 95065

Membership Chair: (831) 459-9990
Email: info@letipsantacruz.com

About LeTip

  • LeTip SC History
  • Board & Committees
  • Frequently Asked Questions

Resources

  • Board & Committees
  • Member Directory
  • Prospective Members

Weekly Highlights

  • Zoom Meeting – Jan 21, 2021
  • Zoom Meeting – Jan 14, 2021
  • Terms of Use
  • Privacy Policy
  • Credits

Copyright © 2021 LeTip Santa Cruz, Inc. All rights reserved.