While in college, I worked as a car salesman. I am a "Car Guy" as they say. While filling that role, however, I realized that I wanted something more. I knew that I loved working with people, but I didn't feel that I was truly creating deep and meaningful relationships. One day, my best friend told me that I should look into becoming a financial advisor for Edward Jones. He gave me some information that intrigued me; naturally, I started doing some research. After reading the job description, I realized what I wanted to do with my life. I wanted to build meaningful, lifelong relationships that impacted people from my community and beyond. The financial advisor position at Edward Jones allowed me to do just that. As my senior year came to a close, I quickly applied to Edward Jones. After the thorough interview process, I worked towards getting my licenses and completed Edward Jones' Financial Advisor Career Development Program.
I attended The College at Brockport with a major in communications. This degree has been critical for me in my career as it allows me to better understand my client's needs, wants and ultimately, what is most important to them. No two people are the same, and neither are the personalized strategies we will develop to help you reach your goals.
My fiancée and I had our daughter in March of 2018 and son in October of 2020. We have recently purchased my grandfather's house and are both establishing businesses in our hometown, Medina, NY. Born and raised in the area, it is important for me to work towards a better tomorrow for my family and community. I am the president of the Medina Rotary Club and sit on the finance committee for the Medina Area Partnership.
I welcome the opportunity to learn more about you and what is most important in your life. It all starts with a conversation - Let's visit, I'd love to hear your story.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
- Vintage Cars
- Real Estate
Office Address140 Main Street
Lockport, NY 14094
Phone NumberBen McPherson at (716) 438-2526
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