I became an Edward Jones financial advisor because I like helping people. I developed a passion for the stock market while working with my Edward Jones advisor and realized how much he helped me out. I knew that it was the right career path for me to help make a difference. I enjoy being an advisor because I am with my clients through all facets of their lives, from starting a new job and helping them set up a Roth IRA, to getting married and helping with everything from life insurance to college education. I also work with clients through the stages of retirement, helping the clients know that we achieved the goals that they have dreamed about.
I have had many relationships stand out through the years, including helping a great grandmother travel overseas to visit her first-born great grandchild, something that she never thought that she would ever be able to do. Another was listening to another client boast about their child going to college and knowing that because we put a plan in place for education, the student is going to graduate on time, debt free.
Our branch team works together to bring value to our clients by helping them understand and realize what needs to be done to achieve their goals. The personal touches that we give to our clients help us separate ourselves from other firms that are low fee, no touch firms. We care about each and every one of our clients. We don't discriminate; we just want to work with clients that have a dream, a passion and desire to do what is right for themselves, their families and their community.
Our client's expectations for us should be high - we expect to deliver the ideal experience to each and every client, and we understand that each client's version of perfection is different, so we strive to figure out what is ideal for them.
My Personal Interests
- Active Lifestyle
- Personal Fitness
- Culinary Arts
Phone NumberBrandon Klinger at (360) 249-0798
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