After spending four years running a non-profit focused on developing community relationships, it was time for a career change. The next six years of my career were spent in the recruiting and staffing arena, helping individuals achieve their career goals. My financial advisor reached out to me one day and asked me if I would consider becoming a financial advisor with Edward Jones. Upon doing research about the role and the firm, I joined Edward Jones in March of 2016. Edward Jones is the perfect combination of building relationships and helping people realize both their financial and life goals.
What I love most about being a financial advisor is the fact that I get to sit down with people and help them create their bucket list items. Once we have discovered their goals, we sit down and create custom financial strategies to help knock items off the bucket list in specific timeframes. We get to help track progress, monitor status of goals and celebrate when what our clients achieve what they have sacrificed so long to achieve.
My branch office partner, Kelly Staggs, and I believe that our clients deserve the opportunity to be seen, heard, respected and empowered to take appropriate actions to help them achieve their goals. Our clients can expect to receive a high level of service and a personalized approach. We help our clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth. We particularly enjoy working with charitably minded clients and families that seek to create multi-generational wealth.
In my spare time, you will see me enjoying time with my bride, Laura, and my two children, Caleb and Abigail. I enjoy woodworking, volunteering with multiple charitable organizations, working on our farm in Paint Lick and coaching community sports.
Give us a call – we look forward to serving families like yours for years to come!
Focus areas
- Charitable Giving
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
My Personal Interests
- Coaching Sports
- Woodworking
- Motorcycles
- Community Outreach
- Farming
Office Information
Phone Number
Sean M Click at (859) 624-9928- Kelly Staggs
- Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | Closed |
Sun | Closed |
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Connect on Social
- Kelly Staggs
- Branch Office Administrator
Branch Team
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