I hold the Certified Financial Planner™* designation and have fifteen years of experience providing financial advice to individuals, families and business owners across the country. My top priority is to provide consistent and customized solutions for personal financial goals.
As an Edward Jones financial advisor, I invest my time in understanding what's important to you, such as: helping to build and protect your wealth, retire with dignity, educate your children and leave lasting legacies for future generations. Working closely with your accountant, estate attorney and other professionals, I will help you develop your strategy and determine the most appropriate solutions for you and your family.
I've served in a variety of leadership positions at Edward Jones, and in 2017, I was awarded the Edward Jones Spirit of Caring Award for my volunteer work within the firm. In addition to the CFP®, I have a master's degree in personal financial planning and hold AAMS®, CRPC® and CRPS® designations.
My passion is helping people – both financially as well as personally. From serving on the board of a local charity to providing disaster relief and humanitarian aid to countries in need, I enjoy participating in global opportunities to contribute to the greater good.
All aspects of my office are aligned to serve the individual needs of my clients. With the assistance of my branch team, I will partner with you to help achieve your personal financial goals. We look forward to meeting you.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
- Retirement Income Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
Phone NumberBrian J Ramaker at (630) 637-1322
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