Linda Garrido

Linda Garrido is the firm’s Senior Client Service Manager and has worked alongside Jonathan for over three years, beginning their partnership at Edward Jones. She plays an essential role in supporting the firm’s operations and ensuring clients receive a seamless, high-touch experience.

Linda began her career in the mortgage industry, where she developed a strong foundation in processing, operations, and client service. She later transitioned into financial services, pairing her hands-on experience with a Bachelor’s Degree in Business Management and her Financial Paraplanner Qualified Professional (FPQP®) designation.

In her role, Linda works closely with Jonathan to support financial planning engagements, manage operational and administrative processes, and keep everything running efficiently behind the scenes. She is passionate about creating an organized, responsive, and personalized experience so clients feel confident, supported, and cared for at every stage of their journey.

Outside of work, Linda is married and a proud mom of three daughters. She enjoys traveling, staying active with their dogs, and making time for family.