While in college, I had the opportunity to intern at a financial institution in a large city and became passionate about a career as a financial advisor. I wanted to establish a practice in my hometown and after researching firms, I knew Edward Jones was the right fit for both my future clients and myself in Warsaw. Almost 20 years later, I feel I made the right choice.
Since joining Edward Jones, I have had the privilege of working with hundreds of families to help them in achieving their financial goals. As your Edward Jones branch team, we believe it is important to commit our time and energy to understanding your needs and objectives before you invest your money. Working closely with you and your CPA, attorney or other professionals, we can help determine the most appropriate financial strategy for you and your family. We specialize in helping individuals plan for and live in retirement. Other focuses in my business are pension plans and savings strategies for local businesses, client-tailored solutions for individual financial goals and assisting with generating the income necessary to sustain retirement. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
In 2007, I became a limited partner at Edward Jones. I have held numerous regional leadership roles through the years including mentor, field trainer, profitability coach and level leader. Most recently, I was appointed key leadership roles including recruiting leader serving two different regions and client transition leader. I have been invited and attended three Financial Advisor Leaders conferences over the past few years which recognizes 800 financial advisors for production in our firm.
Office Address2244 North Pointe Dr
Warsaw, IN 46582 opens in a new window
Mailing AddressPo Box 1531
Warsaw, IN 46581
Phone NumberBrian A Whiteneck at (574) 267-1672
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:30PM|
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