As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.
A 1989 graduate of Northern Illinois University, I hold a Bachelor of Science degree in business and marketing.
Prior to joining Edward Jones, I worked in the banking industry performing trust asset management. I joined Edward Jones as a financial advisor in 2002 because I wanted to help individual investors work toward achieving their financial goals.
Originally from Ohio, I have lived in McHenry County for over 20 years. I enthusiastically support many community and business associations in McHenry County. I have previously served on the board of directors of The Community Foundation for McHenry County, Options & Advocacy for McHenry County, St. Paul's United Church of Christ Board of Christian Education, the Crystal Lake Chamber Community Foundation and the Belvidere Area Chamber of Commerce. I have also served on committees for Community Clean Up Day, United Way, Rotary International, Junior Achievement and Lions Club.
Along with my senior branch office administrator, Julie Lewis, we are dedicated to providing you with the highest level of service possible.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
Phone NumberSteve Middaugh at (815) 356-5401
|Mon||08:00AM - 04:00PM|
|Tue||08:00AM - 04:00PM|
|Wed||08:00AM - 04:00PM|
|Thu||08:00AM - 04:00PM|
|Fri||08:00AM - 03:00PM|
|Sat||By Appointment Only|
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