As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to you. I will develop a personalized strategy to help you achieve your goals and partner with you to help keep you on track.
I joined Edward Jones with a desire to help individual investors and businesses work toward achieving their financial goals. I am here to help with your needs and ensure each client feels welcomed and valued.
I work one-on-one with you, your CPA, attorney and other professionals to help determine the most appropriate financial strategy for you, your family and your business. I will help with your retirement investment strategy so you can enjoy your retirement and maintain your standard of living.
After graduating from The Ohio State University, I moved back to Cleveland and married my wife, Jodi. We are so proud of our three wonderful children. Emily began her career as an Edward Jones financial advisor in 2018. Maddy graduated magna cum laude from Ohio University and enrolled at Cleveland State University to become a math teacher. My son, Ethan, is a junior at Ohio University.
I was the president of the Shaker Heights, Beachwood and University Heights Meals on Wheels for two years and am still an active board member. Meals on Wheels makes a difference for nearly 2.4 million seniors. I enjoy working with such a wonderful organization, which delivers nutritious meals of superior quality locally.
Relationships are key, and in my view, meeting in person builds strong relationships. I meet when it's convenient for my clients because I recognize the challenging needs of their lives.
At Edward Jones, we focus on you. The firm has thousands of associates and advanced technology supporting our office to help your family reach the long-term financial goals you desire.
To start building a strong and trusting relationship, I invite you to visit, call me at 216.378.3874 or email me at [email protected].
- Retirement Income Strategies
- Divorce Finances
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Office Address3355 Richmond Rd Ste 182
Beachwood, OH 44122
Phone NumberDale Braun at (216) 378-3874
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