As an Edward Jones financial advisor since 2009, I most value personal relationships based on a deep understanding of your unique financial needs. I am inspired and fulfilled when I am able to help clients gain confidence about their plans, goals and dreams.
I attended Northern Illinois University and graduated with a degree in business management. Some of my previous experience includes competitive financial analysis for a large corporation. I've been married to my wife, Heather, for 29 years and have two adult children.
To help achieve your financial goals, I use a 5-step process that centers on you and what's most important to you. Working together, we will identify goals and develop a personalized investment strategy for you and then review it with you on a regular basis to help keep you on track.
My practice focuses on investors currently retired or soon to retire, as well as successful business owners and professionals.
I feel it is important to give back to the community and I have been active in business and civic affairs in the Oxford Hills for many years. I am a past president and active member of the Oxford Hills Rotary Club. I am also an active traveler, skier, cyclist and runner.
Focus areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
- Socially Conscious Investing
Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
- Socially Conscious Investing
My Personal Interests
- Traveling
- Running
- Skiing
- Cycling
- Music
Personal Interests
- Traveling
- Running
- Skiing
- Cycling
- Music
Office Information
Phone Number
Joel T Speakman at (207) 743-2041Branch Team
- Debbie Bennett
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Debbie Bennett
- Sr. Branch Office Administrator
Branch Team
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