Bradley S. Joiner, CLU®

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Financial Advisor
Benjamin F. Edwards - Edwardsville, IL
1012 Plummer Dr
Ste 103
Edwardsville, IL 62025

brad.joiner@benjaminfedwards.com
Phone: 618-659-6741

CA License #0F03548

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in 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 for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, 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 Edwardsville, IL office. I began my financial services career in 1973, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

When I’m not working I like to spend time with my wife, Barbara, and our two children—Brandon and Bryce. In addition, I enjoy playing golf, biking, cooking and fishing.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Business Owner Services
  • Education Planning Strategies
  • Estate Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning
  • Wealth Management

EDUCATION AND CREDENTIALS

  • Southern Illinois University Edwardsville, Master of Business Administration Degree
  • Southern Illinois University Edwardsville, Bachelor of Science Degree
  • Chartered Life UnderwriterTM, (CLU®), 1983

My Community Activities

  • Praise Community Fellowship Church, Member

What is a CLU®? A CHARTERED LIFE UNDERWRITERTM, or CLU®, designation from The American College indicates that the holder has completed a rigorous course of study that addresses insurance planning, estate and retirement issues, and risk management. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 30 hours of continuing education training every two years.