Ever since I was young, the stock market has always seemed magical to me. In fact, when I was a teenager, I would go to the public library to read the latest issues of the Wall Street Journal. I started my career as a financial advisor at Edward Jones in 1987, and I still find this profession to be just as fulfilling and rewarding as it was in the beginning.
What differentiates my office from others is the level of respect I have for my clients and the process. My staff and I pride ourselves on providing the highest level of care possible. I understand that choosing a financial advisor is a major decision, and I never take my client's trust for granted.
My branch team includes Branch Office Administrators Stephana and Ann, who manage the daily operations of the office. Stephana has been with me over 15 years, and Ann over 10 years. Both are experienced, welcoming friendly faces who look forward to helping clients with their needs and concerns.
My ideal client is generally high net worth couples or families, new or current retirees, physicians and healthcare workers. When it comes to the client-advisor relationship, I believe in the power of teamwork. I tell my clients we have a shared responsibility to work together. Ultimately, when we put in the necessary work, we make good decisions.
I am a North Dakota University graduate with a degree in banking and finance. In my free time, I enjoy the lake with my family and flying as an aircraft pilot. I make it a point to be very involved in the Marshfield community. While my office is based in Marshfield, I serve clients throughout the country.
I would love to work with you to create an individual strategy and establish goals to help reach your financial success. Please contact our office to get started.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Active Lifestyle
Mailing AddressPo Box 1016
Marshfield, WI 54449
Phone NumberRandy A Gershman at (715) 387-8662
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:00PM|
- Web Conferencing
Connect on Social
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