Joe Trotter

I grew up in Winters and I like doing as much business as I can in this town. That being said, it’s a teeny tiny town and a lot of business categories are lacking. I was therefore totally excited to get a referral from my Davis-​based business attorney to Joe Trotter, the advisor for Edward Jones in Winters.
Joe clearly works as a financial advisor because this type of work is what he wants to do, and you really get the feeling that he wants to do the best for you, not his company.
In the past I have struggled as a small business owner with crusty old FA’s in banks saying, «Well, the first thing you need to do is save 10K and put it away for emergencies.» Are you freaking kidding me? Do you know any small business owner who can come up with 10K and not touch it in startup?
Joe actually took a proactive look at my finances, asked some very intelligent questions about my personal and business goals, long term and short term, and also assessed my risk comfort level. He showed me that I have so many more potential streams of income than I thought. I left with a personal account set up, and a lot more hope for the financial future of my business.
Very grateful.