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.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
- Socially Conscious Investing
My Personal Interests
Phone NumberJoel T Speakman at (207) 743-2041
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More