I began my career with Edward Jones in 2004 after a career in Corporate America. I had most recently spent 19 years as a Wal-Mart manager and district manager. What drew me to Edward Jones was the client and family-centered values. Edward Jones is not publicly owned and therefore we can put our clients' best interests at the forefront of everything we do. This firm offered me a career that focuses on helping my clients with whom I have formed lifelong friendships. I work with clients to identify and help achieve their goals, while ensuring that I understand their tolerance for volatility before choosing investments. I believe this helps them stay focused even when the market fluctuates.
As an Edward Jones financial advisor, I have served the firm in various leadership positions: field trainer, mentor and regional compliance liaison. In addition to my financial advisor role at Edward Jones, I have been a limited partner since 2015.
My primary focus is on helping my clients work toward and enjoy their retirement. We partner to build a portfolio designed to grow and generate an income stream to provide for them for as long as they live, that they can then pass to their children. I work diligently to help ensure tax-efficient options for receiving income in retirement, as well as preserving the most possible for their legacy.
I have also been actively involved in the local community as a former president of the Grayling Rotary Club and other promotional activities of the Grayling community, which has welcomed me and those I love.
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
Office Address2407 S I-75 Business Loop
Grayling, MI 49738
Phone NumberRick Grisham at (989) 348-6964
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
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