Industry: Social Services

Tammy Washalski, AAMS™, is a dedicated Edward Jones Financial Advisor who supports individuals and families through financial literacy and long-term planning, aligning closely with social services by empowering clients to make informed decisions that improve their overall well-being. While Edward Jones is a financial services firm, Tammy’s work contributes to the social services sector by helping clients navigate life transitions such as retirement, education funding, or caregiving responsibilities—often vital issues for vulnerable populations. Her approach emphasizes personalized strategies rooted in deep relationships and understanding of individual needs, fostering financial resilience among community members. With a commitment to education and inclusion, Tammy often works with clients who may be underrepresented in traditional financial spaces, demonstrating a values-based and people-first philosophy.

Tammy is known for her community involvement and for making complex financial topics understandable and actionable, particularly for those who may be unfamiliar with financial planning. Her services align with a social mission by supporting financial empowerment and stability for families and individuals alike.

Key Services:

– Personalized financial strategies for individuals and families
– Retirement planning and income strategies
– Education funding planning
– Guidance for caregiving and long-term financial care
– Financial literacy and community outreach
– Portfolio reviews and investment guidance tailored to life goals