My first experience with Edward Jones, and what initially drew me to a career here, was the culture and environment they created for their clients and their employees. I believe that the amount of personalized care and attention that is given to each client is unsurpassed in the industry. During the last 25 years, I have worked in the securities industry for some of the largest brokerage firms in the world, as well as independent investment firms and a few commercial middle market enterprises as CFO along the way. Additionally, I achieved my CPA credential while starting my career in public accounting. Through these experiences, I know I am in the right place, and Edward Jones has given me all the tools and support to make a real difference in the lives of my clients.
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. It’s also important to understand the level of risk you’re comfortable accepting when investing, so we can balance it with the steps necessary to navigate the journey towards achieving your long-term goals.
Originally from Grosse Pointe, Michigan, I am a father of two wonderful daughters, Lauren and Lindsay. I enjoy volunteering and have served on the “Flag” of a local Yacht Club for two tours, served as president of my daughter’s high school Dad’s club multiple years, and currently serve on their finance committee. I enjoy spending time with my family, being on the water and sailing competitively in both near and offshore regattas.
Each day, I try to instill in my family certain values that I also try to bestow upon my clients. Those values are to treat every person with kindness, be attentive to the needs of others and show people that you care about them.
At Edward Jones, we use an established process to help build personalized strategies to help you reach your goals. Let us show you how we can make a difference!
Phone NumberBrian A Calka at (941) 244-0361
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