Professionals, retailers, business retirement plans and widows are my niche!
I work with many businesses and individual clients to help them prepare for retirement and their other investing needs. My clients include engineers, pharmacists, construction workers, service professionals, retail workers, business owners, widows and more.
My desire to serve my clients through Edward Jones came from my 30 years of professional experience in the retail industry. While that connection isn't intuitively obvious when I explain that to people, it stems from what I learned along the way. I started out mopping floors and pushing shopping carts, working for minimum wage, and worked my way up through the company positions where I had the opportunities to run high producing retail stores, districts and regions. More recently, I trained managers to serve in similar positions. While those experiences, along with working in a high-pressure retail environment, continued to be challenging and thrilling, I realized after 30 years that my happiness no longer came from running stores and driving execution. Rather, what mattered to me most was building relationships and helping others succeed. My commitment redirected towards working with people to not only help them achieve their long-term goals, but to understand where they are now and how they are going to achieve their dreams.
I know I can make a positive difference in my clients' lives and I am committed to walking hand in hand with them through their journey by using a unique strategy tailored only for them. With that commitment, their happiness becomes my happiness.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- College Savings
My Personal Interests
- Mountain Biking
Office Address403 5th St SW
Cullman, AL 35055 opens in a new window
Phone NumberBrian W Spaeth at (256) 727-5306
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