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TJ_ClelandT.J. Cleland
Associate Vice President – Investments

Phone NumberEmailLocation

bfe_logo_advisor
2056 Westings Avenue
Suite 360
Naperville, IL 60563
MAP

Phone: 331-814-2595
Toll Free: 866-331-6250
tj.cleland@nullbenjaminfedwards.com

My Community Activities

  • DuPage Pads, Volunteer

My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and creating an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans to the future. Are you caring for a family? What are your plans for retirement? Do your investments reflect your values?

As we discuss your answers, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor in our Naperville, IL, office. Joining Mary Schulte, CFP®, and Randy Sidio, financial advisors at Benjamin F. Edwards & Co, we formed The Schulte Wealth Management Group where our clients know that we’re fully invested in their financial future.

Outside of work, I like to spend time with my wife, Sara; and our two young children, Ty and Claire. I also enjoy woodworking and I’m a huge Chicago sports fan.

Areas of Concentration

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning
  • Wealth Management

Education

  • Purdue University, Bachelor of Arts in Communication