As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. I am committed to recommending high quality investments at a risk level you are comfortable with and with full transparency of fees. By partnering closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you. This includes helping families and business owners organize, build, protect and transfer wealth.
While I've always enjoyed investing, I decided to become a financial advisor in 2010 because it gave me an opportunity to develop more personal relationships with clients in helping them reach their financial goals. Today, most of my time is spent meeting with clients to understand what their goals are, using our established process to build personal financial strategies and partnering over time to help keep clients on track.
Investing in our community is also very important to me. I am the president of the Lebanon Lions Club and sit on the board of directors for the Rotary Club of Lebanon, Main Street Lebanon and the City of Lebanon Parks & Recreation. In addition to my role as a financial advisor with Edward Jones, I am currently a member our client solutions team, where we focus on helping each branch team deliver the ideal client experience.
My wife, Tawny, and I met while attending the University of Cincinnati. We currently live in Lebanon with our three children, Adela, Lennon and Lucy. In my spare time, I enjoy coaching little league sports for my kids, hiking and traveling.
Our team is dedicated to providing you with the highest level of service possible. Emily Marolo, our senior branch office administrator, has been with Edward Jones since 2019. Please call our office to schedule an appointment or set up a review of your financial strategy.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
- Active Lifestyle
- Outdoor Enthusiast
Office Address6361 Branch Hill Guinea Pike
Loveland, OH 45140
Phone NumberAdam Kwiecinski at (513) 248-8054
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
|Sat||By Appointment Only|
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