I have been a financial advisor with Edward Jones for 18 years. My primary focus is to provide thoughtful, relevant advice to small business owners, local farmers and individual investors encountering career changes, inheritances, retirement or family legacy considerations.
I am passionate about supporting my clients and helping make their financial lives easier and less worrisome. My approachable manner, open communication and dedication to the highest degree of personal service have helped me create lifelong partnerships with my clients and their families.
I use an established process that helps my clients create meaningful financial strategies for all of life's transitions. I value continual learning, community involvement and family. In addition to my securities and insurance registrations, I have earned the AAMS® designation.
I believe my success in New Haven has been the result of my ability to serve my clients with investments that are tailored specifically to their individual needs. I meet with clients face to face because I believe relationships are key. The decisions clients are making when I meet with them will affect their financial future. They are big decisions that deserve undivided personal attention.
I was born and raised within five miles of my office and I intend to remain an active member of this local community.
I have been married to my wife, Jill, for 29 years. We are blessed to have three amazing children. Jill and I have attended Brookside Church for the past 24 years, where I have had the privilege of serving as a Teaching Pastor.
My staff has over 30 years of combined experience at Edward Jones and they are dedicated to providing you with highly personalized service.
All aspects of our business are aligned to help us better understand and meet your unique goals and needs.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Savings Strategies
Office Address969 Werling Road
New Haven, IN 46774 opens in a new window
Phone NumberBrian D Clay at (260) 493-8885
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