It is my purpose as a financial advisor to help you have the means and support necessary to live life on your own terms.
I bring a different perspective to my role as a financial advisor. Prior to joining Edward Jones in 2015, I worked for many years in higher education leadership. Because of that experience, there is an educational aspect to my practice. It matters to me that clients understand what they are invested in, and why.
Prior to that I worked for almost two decades in the hospitality business, in both restaurants and hotels. (One of my prized possessions is a photo of Julia Child and me enjoying a glass of wine together in Vermont.) Perhaps that hospitality mindset explains why Erin and I take so many steps to make our clients feel welcome and comfortable. Erin is our Branch Office Administrator, or BOA, and is every bit as important to our clients as I am. She, too, has a hospitality background, although she has been with Edward Jones since 2012.
My wife, Susan, and I eloped in 1985. We got married on the steps of a bed and breakfast, with more dogs present than people. (She still calls me her "first husband", but I think she's stuck with me.) We have two daughters, Kati and Emily. They both earned college degrees, and went on to good, interesting careers. Between the four of us we have seven degrees, and three of us have worked for colleges, so I know quite a bit about managing college costs, please ask me about it.
Of course our primary emphasis is on helping clients to have successful retirements. We also assist with estate considerations in collaboration with your attorneys and CPAs.
Schedule an appointment so we can discuss your options. Erin and I look forward to meeting you.
- Wealth Strategies
- Retirement Income Strategies
- College Savings
- Business Retirement Plans
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- History and Museums
Office Address945 Queen Street Suite 1
Southington, CT 06489
Phone NumberTad Graham-Handley at (860) 276-0222
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 04:00PM|
|Sat||By Appointment Only|
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