As an Edward Jones financial advisor, my mission is to help you achieve what’s most important to you. That means delivering value where you need it most, using our established process to build your personalized strategies and helping you stay on track by partnering together over the long term.
I began my Edward Jones career in 2011 as a financial advisor in Stevensville, MD, opening the firm's first branch office in Queen Anne's County.
I earned a bachelor's of science degree in business administration and management from Frostburg State University in 2001. In addition, I received the AAMS® professional designation in 2014. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
My wife, Erin, and I have lived on Kent Island since 2011. Erin is a registered nurse at Compass Regional Hospice. We are the proud parents of two boys, William and Henry.
I am an active member of the community, serving as the immediate past president of the Kent Island Rotary Club and a member of Rotary since 2012. I am also an active member of the Queen Anne's County Chamber of Commerce, serving as Chairman of the Board in 2019, and have served on the board of directors since 2014. I am a member and have served on the board of directors for the Kent Island Yacht Club.
At Edward Jones, we're focused on you. As a client, you work closely with me and the team at my office – but we’re not alone. We enjoy the support of a team of investment professionals and strategists in our home office, all dedicated to developing the advice and guidance designed to help you reach your goals. I’ll also work in partnership with the other key members of your team – such as your CPA or attorney, as needed –to help you stay on track.
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
Office Address1a Chester Plaza
Chester, MD 21619 opens in a new window
Phone NumberWilliam J Caughey IV at (410) 604-2708
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